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LBMC Investment Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

LBMC Investment 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
Q1 		$514K Sell
6,552
-323
-5% -$25.4K 0.03% 150
2025
Q4 		$542K Sell
6,875
-168
-2% -$13.3K 0.03% 134
2025
Q3 		$556K Sell
7,043
-372
-5% -$29.3K 0.04% 135
2025
Q2 		$584K Buy
7,415
+18
+0.2% +$1.41K 0.04% 115
2025
Q1 		$579K Sell
7,397
-274
-4% -$21.3K 0.05% 112
2024
Q4 		$593K Sell
7,671
-584
-7% -$45.3K 0.05% 107
2024
Q3 		$650K Sell
8,255
-402
-5% -$31.3K 0.05% 98
2024
Q2 		$664K Sell
8,657
-1,112
-11% -$84.8K 0.06% 90
2024
Q1 		$749K Buy
9,769
+11
+0.1% +$844 0.06% 89
2023
Q4 		$752K Sell
9,758
-1,251
-11% -$94.7K 0.07% 80
2023
Q3 		$822K Sell
11,009
-148
-1% -$11.2K 0.09% 68
2023
Q2 		$843K Sell
11,157
-1,151
-9% -$87.7K 0.08% 70
2023
Q1 		$941K Sell
12,308
-343
-3% -$26K 0.1% 60
2022
Q4 		$952K Sell
12,651
-911
-7% -$68.3K 0.1% 61
2022
Q3 		$1.01M Sell
13,562
-526
-4% -$40.2K 0.12% 52
2022
Q2 		$1.08M Sell
14,088
-127
-0.9% -$9.78K 0.12% 48
2022
Q1 		$1.11M Sell
14,215
-679
-5% -$53.9K 0.1% 54
2021
Q4 		$1.2M Buy
14,894
+13,882
+1,372% +$1.13M 0.1% 54
2021
Q3 		$1.49K Sell
1,012
-18,614
-95% -$1.53M 0.14% 47
2021
Q2 		$1.61M Sell
19,626
-1,834
-9% -$151K 0.15% 50
2021
Q1 		$1.76M Sell
21,460
-1,373
-6% -$113K 0.19% 44
2020
Q4 		$1.89M Buy
22,833
+680
+3% +$56.3K 0.22% 38
2020
Q3 		$1.84M Buy
22,153
+2,577
+13% +$214K 0.26% 35
2020
Q2 		$1.63M Buy
19,576
+13,513
+223% +$1.12M 0.26% 34
2020
Q1 		$498K Buy
6,063
+1,770
+41% +$144K 0.09% 48
2019
Q4 		$346K Buy
4,293
+11
+0.3% +$888 0.05% 73
2019
Q3 		$346K Sell
4,282
-26,348
-86% -$2.13M 0.05% 67
2019
Q2 		$2.47M Sell
30,630
-16,911
-36% -$1.35M 0.37% 25
2019
Q1 		$3.78M Sell
47,541
-1,744
-4% -$138K 0.6% 20
2018
Q4 		$3.87M Buy
49,285
+75
+0.2% +$5.85K 0.71% 17
2018
Q3 		$3.84M Sell
49,210
-185
-0.4% -$14.5K 0.61% 17
2018
Q2 		$3.86M Sell
49,395
-885
-2% -$69.1K 0.64% 18
2018
Q1 		$3.94M Sell
50,280
-52
-0.1% -$4.09K 0.68% 18
2017
Q4 		$3.98M Sell
50,332
-2,061
-4% -$164K 0.65% 17
2017
Q3 		$4.18M Sell
52,393
-46,469
-47% -$3.72M 0.72% 17
2017
Q2 		$7.89M Sell
98,862
-52,241
-35% -$4.17M 1.39% 11
2017
Q1 		$12M Sell
151,103
-18,709
-11% -$1.49M 2.16% 10
2016
Q4 		$13.5M Sell
169,812
-1,384
-0.8% -$111K 2.53% 9
2016
Q3 		$13.8M Sell
171,196
-5,684
-3% -$460K 2.66% 9
2016
Q2 		$14.3M Sell
176,880
-5,939
-3% -$479K 2.87% 9
2016
Q1 		$14.7M Buy
182,819
+317
+0.2% +$25.4K 3.05% 9
2015
Q4 		$14.5M Buy
182,502
+641
+0.4% +$51.3K 3.13% 8
2015
Q3 		$14.6M Buy
181,861
+440
+0.2% +$35.3K 3.31% 9
2015
Q2 		$14.5M Sell
181,421
-1,176
-0.6% -$94.4K 3.09% 9
2015
Q1 		$14.7M Sell
182,597
-794
-0.4% -$63.7K 3.29% 8
2014
Q4 		$14.7M Sell
183,391
-1,877
-1% -$151K 3.4% 9
2014
Q3 		$14.8M Buy
185,268
+76,914
+71% +$6.16M 3.6% 8
2014
Q2 		$8.71M Sell
108,354
-106,740
-50% -$8.56M 2.35% 10
2014
Q1 		$17.2M Sell
215,094
-18,920
-8% -$1.52M 4.34% 6
2013
Q4 		$18.7M Sell
234,014
-34,840
-13% -$2.8M 4.9% 6
2013
Q3 		$21.6M Buy
268,854
+68,331
+34% +$5.47M 6.38% 5
2013
Q2 		$16.1M Buy
+200,523
New +$16.2M 5.57% 6

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

LBMC Investment Advisors's BSV Position: Q1 2026 in Review

LBMC Investment Advisors reduced its Vanguard Short-Term Bond ETF (BSV) stake by 4.7% in Q1 2026, selling an estimated $25.4K and leaving 6,552 shares worth $514K. The position accounts for 0.03% of the portfolio, ranked #150.

LBMC Investment Advisors first reported a position in BSV in Q2 2013 and has held it in 52 quarters since. The position peaked at $21.6M in Q3 2013. 1,335 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • LBMC Investment Advisors held 6,552 shares of Vanguard Short-Term Bond ETF worth $514K as of Q1 2026.
  • LBMC Investment Advisors sold 323 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $25.4K.
  • Vanguard Short-Term Bond ETF made up 0.03% of LBMC Investment Advisors's portfolio in Q1 2026, its #150 holding.
  • LBMC Investment Advisors first reported a position in Vanguard Short-Term Bond ETF in Q2 2013 and has held it in 52 quarters since.
  • LBMC Investment Advisors's Vanguard Short-Term Bond ETF position peaked at $21.6M in Q3 2013.
  • 1,335 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on LBMC Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.