Leo H. Evart Inc’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Leo H. Evart 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 Q1	$2.9M	Buy	+37,039	New	+$2.92M	2.48%	12
2023 Q3	$2.35M	Sell	31,208 -7,347	-19%	-$554K	3.6%	11
2023 Q2	$2.91M	Buy	38,555 +469	+1%	+$35.7K	4.04%	10
2023 Q1	$2.91M	Buy	38,086 +6,293	+20%	+$477K	4.25%	8
2022 Q4	$2.39M	Sell	31,793 -21,495	-40%	-$1.61M	3.62%	10
2022 Q3	$3.99M	Sell	53,288 -91,235	-63%	-$6.97M	6.07%	5
2022 Q2	$11.1M	Sell	144,523 -5,233	-3%	-$403K	13.49%	1
2022 Q1	$11.7M	Buy	149,756 +6,034	+4%	+$479K	12.06%	2
2021 Q4	$11.6M	Buy	+143,722	New	+$11.7M	11.31%	3

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Leo H. Evart Inc's BSV Position: Q1 2026 in Review

Leo H. Evart Inc opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q1 2026: 37,039 shares worth $2.9M. The stake represents 2.48% of the portfolio and ranks #12 among its holdings. This is a return to the name: Leo H. Evart Inc previously reported a position in BSV as recently as Q3 2023.

Leo H. Evart Inc first reported a position in BSV in Q4 2021 and has held it in 9 quarters since. The position peaked at $11.7M in Q1 2022. 1,335 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Leo H. Evart Inc held 37,039 shares of Vanguard Short-Term Bond ETF worth $2.9M as of Q1 2026.
Vanguard Short-Term Bond ETF was a new Leo H. Evart Inc position in Q1 2026.
Vanguard Short-Term Bond ETF made up 2.48% of Leo H. Evart Inc's portfolio in Q1 2026, its #12 holding.
Leo H. Evart Inc first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 9 quarters since.
Leo H. Evart Inc's Vanguard Short-Term Bond ETF position peaked at $11.7M in Q1 2022.
1,335 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Leo H. Evart Inc's 13F filing for Q1 2026, filed 13 May 2026.