Kelleher Financial Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Kelleher Financial Advisors’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	$231K	Buy	2,960 +1,328	+81%	+$104K	0.03%	258
2026 Q1	$128K	Hold	1,632	–	–	0.03%	256
2025 Q4	$129K	Buy	1,632 +1,240	+316%	+$97.8K	0.03%	273
2025 Q3	$30.9K	Buy	+392	New	+$30.8K	0.01%	385
2023 Q2	–	Sell	-2,928	Closed	-$224K	–	115
2023 Q1	$224K	Sell	2,928 -301	-9%	-$22.8K	0.15%	93
2022 Q4	$243K	Sell	3,229 -905	-22%	-$67.9K	0.18%	76
2022 Q3	$309K	Sell	4,134 -2,972	-42%	-$227K	0.22%	78
2022 Q2	$545K	Buy	7,106 +3	+0%	+$231	0.25%	69
2022 Q1	$553K	Buy	7,103 +3	+0%	+$238	0.31%	63
2021 Q4	$573K	Buy	7,100 +42	+0.6%	+$3.42K	0.3%	64
2021 Q3	$578K	Hold	7,058	–	–	0.25%	89
2021 Q2	$579K	Buy	7,058 +78	+1%	+$6.42K	0.33%	61
2021 Q1	$573K	Buy	6,980 +1,401	+25%	+$116K	0.37%	60
2020 Q4	$462K	Sell	5,579 -621	-10%	-$51.5K	0.35%	67
2020 Q3	$514K	Buy	6,200 +1,461	+31%	+$121K	0.43%	56
2020 Q2	$393K	Hold	4,739	–	–	0.38%	61
2020 Q1	$389K	Sell	4,739 -1,354	-22%	-$110K	0.47%	49
2019 Q4	$491K	Buy	6,093 +1,489	+32%	+$120K	0.49%	50
2019 Q3	$371K	Hold	4,604	–	–	0.45%	55
2019 Q2	$370K	Buy	+4,604	New	+$367K	0.46%	57

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Kelleher Financial Advisors's BSV Position: Q2 2026 in Review

Kelleher Financial Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 81% in Q2 2026, buying an estimated $104K and bringing the position to 2,960 shares worth $231K. The position accounts for 0.03% of the portfolio, ranked #258.

Kelleher Financial Advisors first reported a position in BSV in Q2 2019 and has held it in 20 quarters since. The position peaked at $579K in Q2 2021. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Kelleher Financial Advisors held 2,960 shares of Vanguard Short-Term Bond ETF worth $231K as of Q2 2026.
Kelleher Financial Advisors bought 1,328 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $104K.
Vanguard Short-Term Bond ETF made up 0.03% of Kelleher Financial Advisors's portfolio in Q2 2026, its #258 holding.
Kelleher Financial Advisors first reported a position in Vanguard Short-Term Bond ETF in Q2 2019 and has held it in 20 quarters since.
Kelleher Financial Advisors's Vanguard Short-Term Bond ETF position peaked at $579K in Q2 2021.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.