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Harbour Trust & Investment Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Harbour Trust & Investment Management’s Portfolio BSV Stock Details BSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.98M Buy
76,818
+4,343
+6% +$339K 0.58% 45
2026
Q1 		$5.68M Sell
72,475
-79
-0.1% -$6.22K 0.6% 43
2025
Q4 		$5.72M Buy
72,554
+888
+1% +$70.1K 0.58% 45
2025
Q3 		$5.66M Buy
71,666
+2,216
+3% +$174K 0.58% 46
2025
Q2 		$5.47M Buy
69,450
+1,728
+3% +$135K 0.61% 46
2025
Q1 		$5.3M Buy
67,722
+1,187
+2% +$92.1K 0.64% 48
2024
Q4 		$5.14M Buy
66,535
+1,592
+2% +$124K 0.59% 51
2024
Q3 		$5.11M Buy
64,943
+5,038
+8% +$392K 0.58% 52
2024
Q2 		$4.59M Buy
59,905
+2,966
+5% +$226K 0.55% 55
2024
Q1 		$4.37M Sell
56,939
-7,363
-11% -$565K 0.55% 57
2023
Q4 		$4.95M Buy
+64,302
New +$4.87M 0.7% 47

Other funds holding BSV

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Harbour Trust & Investment Management's BSV Position: Q2 2026 in Review

Harbour Trust & Investment Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 6% in Q2 2026, buying an estimated $339K and bringing the position to 76,818 shares worth $5.98M. The position accounts for 0.58% of the portfolio, ranked #45.

Harbour Trust & Investment Management first reported a position in BSV in Q4 2023 and has held it in 11 quarters since. 683 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Harbour Trust & Investment Management held 76,818 shares of Vanguard Short-Term Bond ETF worth $5.98M as of Q2 2026.
  • Harbour Trust & Investment Management bought 4,343 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $339K.
  • Vanguard Short-Term Bond ETF made up 0.58% of Harbour Trust & Investment Management's portfolio in Q2 2026, its #45 holding.
  • Harbour Trust & Investment Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 683 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Harbour Trust & Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.