KFS
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Kelly Financial Services’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Kelly Financial Services’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 		$724K Buy
9,297
+6,173
+198% +$482K 0.16% 56
2026
Q1 		$245K Sell
3,124
-370
-11% -$29.1K 0.06% 111
2025
Q4 		$275K Sell
3,494
-288
-8% -$22.7K 0.07% 96
2025
Q3 		$298K Sell
3,782
-28
-0.7% -$2.2K 0.08% 88
2025
Q2 		$300K Buy
3,810
+206
+6% +$16.1K 0.09% 89
2025
Q1 		$282K Sell
3,604
-2,586
-42% -$201K 0.1% 88
2024
Q4 		$478K Sell
6,190
-5,454
-47% -$423K 0.17% 62
2024
Q3 		$916K Sell
11,644
-55
-0.5% -$4.28K 0.34% 47
2024
Q2 		$897K Buy
11,699
+334
+3% +$25.5K 0.32% 47
2024
Q1 		$871K Sell
11,365
-604
-5% -$46.3K 0.33% 44
2023
Q4 		$922K Sell
11,969
-609
-5% -$46.1K 0.37% 38
2023
Q3 		$945K Sell
12,578
-4,308
-26% -$325K 0.43% 38
2023
Q2 		$1.28M Sell
16,886
-776
-4% -$59.1K 0.6% 27
2023
Q1 		$1.35M Buy
17,662
+3,427
+24% +$260K 0.68% 26
2022
Q4 		$1.07M Sell
14,235
-267
-2% -$20K 0.56% 30
2022
Q3 		$1.09M Sell
14,502
-462
-3% -$35.3K 0.63% 27
2022
Q2 		$1.15M Buy
14,964
+4,066
+37% +$313K 0.6% 27
2022
Q1 		$849K Sell
10,898
-410
-4% -$32.5K 0.38% 31
2021
Q4 		$914K Buy
11,308
+918
+9% +$74.7K 0.42% 27
2021
Q3 		$851K Sell
10,390
-419,970
-98% -$34.5M 0.48% 20
2021
Q2 		$5.24M Buy
+430,360
New +$35.4M 0.2% 29
2020
Q1 		– Sell
-80
Closed -$6.47K – 591
2019
Q4 		$6.47K Buy
+80
New +$6.46K 0.01% 273

Other funds holding BSV

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
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
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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

Kelly Financial Services's BSV Position: Q2 2026 in Review

Kelly Financial Services increased its Vanguard Short-Term Bond ETF (BSV) stake by 198% in Q2 2026, buying an estimated $482K and bringing the position to 9,297 shares worth $724K. The position accounts for 0.16% of the portfolio, ranked #56.

Kelly Financial Services first reported a position in BSV in Q4 2019 and has held it in 22 quarters since. The position peaked at $5.24M in Q2 2021. 632 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Kelly Financial Services held 9,297 shares of Vanguard Short-Term Bond ETF worth $724K as of Q2 2026.
  • Kelly Financial Services bought 6,173 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $482K.
  • Vanguard Short-Term Bond ETF made up 0.16% of Kelly Financial Services's portfolio in Q2 2026, its #56 holding.
  • Kelly Financial Services first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and has held it in 22 quarters since.
  • Kelly Financial Services's Vanguard Short-Term Bond ETF position peaked at $5.24M in Q2 2021.
  • 632 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Kelly Financial Services's 13F filing for Q2 2026, filed 14 Jul 2026.