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Joel Isaacson & Co’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Joel Isaacson & Co’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 		$1.92M Buy
24,614
+132
+0.5% +$10.3K 0.06% 145
2026
Q1 		$1.92M Buy
24,482
+2,662
+12% +$210K 0.06% 139
2025
Q4 		$1.72M Buy
21,820
+142
+0.7% +$11.2K 0.06% 142
2025
Q3 		$1.71M Buy
21,678
+7,101
+49% +$558K 0.06% 133
2025
Q2 		$1.15M Buy
14,577
+1,296
+10% +$101K 0.05% 158
2025
Q1 		$1.04M Sell
13,281
-30
-0.2% -$2.33K 0.05% 154
2024
Q4 		$1.03M Buy
13,311
+72
+0.5% +$5.59K 0.05% 148
2024
Q3 		$1.04M Buy
13,239
+39
+0.3% +$3.04K 0.05% 139
2024
Q2 		$1.01M Sell
13,200
-1,273
-9% -$97.1K 0.05% 134
2024
Q1 		$1.11M Sell
14,473
-1,641
-10% -$126K 0.06% 128
2023
Q4 		$1.24M Sell
16,114
-216
-1% -$16.4K 0.08% 107
2023
Q3 		$1.23M Buy
16,330
+35
+0.2% +$2.64K 0.08% 101
2023
Q2 		$1.23M Sell
16,295
-21
-0.1% -$1.6K 0.08% 105
2023
Q1 		$1.25M Buy
16,316
+4,679
+40% +$355K 0.09% 98
2022
Q4 		$876K Sell
11,637
-1,037
-8% -$77.8K 0.07% 123
2022
Q3 		$948K Sell
12,674
-293
-2% -$22.4K 0.08% 110
2022
Q2 		$996K Buy
12,967
+5
+0% +$385 0.08% 100
2022
Q1 		$1M Sell
12,962
-2,568
-17% -$204K 0.07% 111
2021
Q4 		$1.25M Buy
15,530
+63
+0.4% +$5.12K 0.09% 102
2021
Q3 		$1.27M Buy
15,467
+511
+3% +$42K 0.1% 96
2021
Q2 		$1.23M Buy
14,956
+12
+0.1% +$987 0.1% 89
2021
Q1 		$1.23M Buy
14,944
+2,008
+16% +$166K 0.11% 83
2020
Q4 		$1.07M Buy
12,936
+3,019
+30% +$250K 0.11% 88
2020
Q3 		$824K Buy
9,917
+815
+9% +$67.7K 0.11% 90
2020
Q2 		$757K Buy
9,102
+127
+1% +$10.5K 0.11% 89
2020
Q1 		$738K Buy
8,975
+12
+0.1% +$974 0.13% 78
2019
Q4 		$722K Buy
8,963
+633
+8% +$51.1K 0.09% 93
2019
Q3 		$673K Buy
8,330
+1,799
+28% +$145K 0.1% 91
2019
Q2 		$526K Buy
6,531
+420
+7% +$33.5K 0.08% 121
2019
Q1 		$486K Buy
6,111
+611
+11% +$48.2K 0.07% 139
2018
Q4 		$432K Buy
5,500
+21
+0.4% +$1.64K 0.07% 146
2018
Q3 		$428K Buy
5,479
+15
+0.3% +$1.17K 0.07% 137
2018
Q2 		$427K Buy
5,464
+594
+12% +$46.4K 0.07% 133
2018
Q1 		$382K Buy
4,870
+232
+5% +$18.2K 0.07% 137
2017
Q4 		$367K Buy
4,638
+12
+0.3% +$954 0.06% 136
2017
Q3 		$369K Buy
4,626
+611
+15% +$48.9K 0.07% 130
2017
Q2 		$321K Buy
4,015
+10
+0.2% +$799 0.06% 136
2017
Q1 		$319K Buy
4,005
+3,205
+401% +$255K 0.06% 131
2016
Q4 		$64K Hold
800
– – 0.01% 270
2016
Q3 		$65K Hold
800
– – 0.01% 288
2016
Q2 		$65K Hold
800
– – 0.01% 287
2016
Q1 		$65K Hold
800
– – 0.01% 299
2015
Q4 		$64K Hold
800
– – 0.02% 295
2015
Q3 		$64K Buy
800
+791
+8,789% +$63.4K 0.02% 292
2015
Q2 		$1K Hold
9
– – ﹤0.01% 728
2015
Q1 		$1K Buy
+9
New +$722 ﹤0.01% 675

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Joel Isaacson & Co's BSV Position: Q2 2026 in Review

Joel Isaacson & Co increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.54% in Q2 2026, buying an estimated $10.3K and bringing the position to 24,614 shares worth $1.92M. The position accounts for 0.06% of the portfolio, ranked #145.

Joel Isaacson & Co first reported a position in BSV in Q1 2015 and has held it in 46 quarters since. The position peaked at $1.92M in Q1 2026. 928 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Joel Isaacson & Co held 24,614 shares of Vanguard Short-Term Bond ETF worth $1.92M as of Q2 2026.
  • Joel Isaacson & Co bought 132 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $10.3K.
  • Vanguard Short-Term Bond ETF made up 0.06% of Joel Isaacson & Co's portfolio in Q2 2026, its #145 holding.
  • Joel Isaacson & Co first reported a position in Vanguard Short-Term Bond ETF in Q1 2015 and has held it in 46 quarters since.
  • Joel Isaacson & Co's Vanguard Short-Term Bond ETF position peaked at $1.92M in Q1 2026.
  • 928 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Joel Isaacson & Co's 13F filing for Q2 2026, filed 4 Aug 2026.