KFI
BSV icon

Key Financial Inc’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Key Financial Inc’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 		$15K Buy
193
+100
+108% +$7.8K ﹤0.01% 777
2026
Q1 		$7.29K Sell
93
-660
-88% -$52K ﹤0.01% 952
2025
Q4 		$59.3K Buy
753
+415
+123% +$32.7K 0.01% 484
2025
Q3 		$26.6K Buy
338
+93
+38% +$7.31K ﹤0.01% 652
2025
Q2 		$19.3K Buy
245
+90
+58% +$7.04K ﹤0.01% 704
2025
Q1 		$12.1K Sell
155
-194
-56% -$15.1K ﹤0.01% 776
2024
Q4 		$27K Buy
349
+211
+153% +$16.4K 0.01% 585
2024
Q3 		$10.9K Hold
138
– – ﹤0.01% 772
2024
Q2 		$10.6K Sell
138
-77
-36% -$5.88K ﹤0.01% 759
2024
Q1 		$16.5K Hold
215
– – ﹤0.01% 648
2023
Q4 		$16.6K Sell
215
-633
-75% -$47.9K ﹤0.01% 630
2023
Q3 		$63.7K Buy
848
+633
+294% +$47.7K 0.02% 360
2023
Q2 		$16.2K Hold
215
– – 0.01% 622
2023
Q1 		$16.4K Buy
215
+4
+2% +$303 0.01% 580
2022
Q4 		$15.8K Hold
211
– – 0.01% 538
2022
Q3 		$16K Buy
211
+77
+57% +$5.88K 0.01% 533
2022
Q2 		$10K Hold
134
– – 0.01% 620
2022
Q1 		$10K Sell
134
-229
-63% -$18.2K 0.01% 629
2021
Q4 		$29K Hold
363
– – 0.01% 420
2021
Q3 		$30K Hold
363
– – 0.02% 407
2021
Q2 		$30K Hold
363
– – 0.02% 410
2021
Q1 		$30K Hold
363
– – 0.02% 342
2020
Q4 		$30K Buy
+363
New +$30.1K 0.02% 319
2020
Q2 		– Sell
-363
Closed -$30K – 160
2020
Q1 		$30K Buy
+363
New +$29.5K 0.03% 278

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Key Financial Inc's BSV Position: Q2 2026 in Review

Key Financial Inc increased its Vanguard Short-Term Bond ETF (BSV) stake by 108% in Q2 2026, buying an estimated $7.8K and bringing the position to 193 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #777.

Key Financial Inc first reported a position in BSV in Q1 2020 and has held it in 24 quarters since. The position peaked at $63.7K in Q3 2023. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Key Financial Inc held 193 shares of Vanguard Short-Term Bond ETF worth $15K as of Q2 2026.
  • Key Financial Inc bought 100 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $7.8K.
  • Vanguard Short-Term Bond ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #777 holding.
  • Key Financial Inc first reported a position in Vanguard Short-Term Bond ETF in Q1 2020 and has held it in 24 quarters since.
  • Key Financial Inc's Vanguard Short-Term Bond ETF position peaked at $63.7K in Q3 2023.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.