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Kestra Advisory Services’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Kestra Advisory 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
Q1 		$19.3M Buy
245,544
+38,386
+19% +$3.02M 0.07% 272
2025
Q4 		$16.3M Sell
207,158
-23,357
-10% -$1.84M 0.07% 292
2025
Q3 		$18.2M Buy
230,515
+64,856
+39% +$5.1M 0.08% 239
2025
Q2 		$13M Buy
165,659
+20,774
+14% +$1.62M 0.06% 307
2025
Q1 		$11.3M Sell
144,885
-18,437
-11% -$1.43M 0.05% 319
2024
Q4 		$12.6M Sell
163,322
-46,006
-22% -$3.57M 0.07% 293
2024
Q3 		$16.5M Sell
209,328
-8,212
-4% -$640K 0.09% 240
2024
Q2 		$15.6M Buy
217,540
+90,666
+71% +$6.92M 0.09% 249
2024
Q1 		$9.73M Sell
126,874
-1,976
-2% -$152K 0.07% 312
2023
Q4 		$9.92M Sell
128,850
-360,845
-74% -$27.3M 0.08% 279
2023
Q3 		$36.8M Sell
489,695
-46,428
-9% -$3.5M 0.36% 44
2023
Q2 		$40.5M Buy
536,123
+44,418
+9% +$3.39M 0.41% 40
2023
Q1 		$37.6M Sell
491,705
-199,528
-29% -$15.1M 0.41% 39
2022
Q4 		$52M Buy
691,233
+58,928
+9% +$4.42M 0.46% 34
2022
Q3 		$47.3M Sell
632,305
-154,627
-20% -$11.8M 0.51% 27
2022
Q2 		$60.4M Buy
786,932
+352,315
+81% +$27.1M 0.62% 21
2022
Q1 		$33.9M Buy
434,617
+86,151
+25% +$6.84M 0.35% 54
2021
Q4 		$28.2M Buy
348,466
+1,577
+0.5% +$128K 0.29% 68
2021
Q3 		$28.4M Sell
346,889
-37,815
-10% -$3.11M 0.28% 75
2021
Q2 		$31.6M Buy
384,704
+35,031
+10% +$2.88M 0.36% 54
2021
Q1 		$28.7M Buy
349,673
+91,398
+35% +$7.55M 0.36% 50
2020
Q4 		$21.4M Buy
258,275
+81,152
+46% +$6.72M 0.25% 86
2020
Q3 		$14.7M Buy
+177,123
New +$14.7M 0.27% 83

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kestra Advisory Services's BSV Position: Q1 2026 in Review

Kestra Advisory Services increased its Vanguard Short-Term Bond ETF (BSV) stake by 19% in Q1 2026, buying an estimated $3.02M and bringing the position to 245,544 shares worth $19.3M. The position accounts for 0.07% of the portfolio, ranked #272.

Kestra Advisory Services first reported a position in BSV in Q3 2020 and has held it in 23 quarters since. The position peaked at $60.4M in Q2 2022. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Kestra Advisory Services held 245,544 shares of Vanguard Short-Term Bond ETF worth $19.3M as of Q1 2026.
  • Kestra Advisory Services bought 38,386 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $3.02M.
  • Vanguard Short-Term Bond ETF made up 0.07% of Kestra Advisory Services's portfolio in Q1 2026, its #272 holding.
  • Kestra Advisory Services first reported a position in Vanguard Short-Term Bond ETF in Q3 2020 and has held it in 23 quarters since.
  • Kestra Advisory Services's Vanguard Short-Term Bond ETF position peaked at $60.4M in Q2 2022.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.