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 Q2	$2.95M	Buy	37,898 +859	+2%	+$67K	2.33%	15
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 $80.9B AUM 26.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Leo H. Evart Inc's BSV Position: Q2 2026 in Review

Leo H. Evart Inc increased its Vanguard Short-Term Bond ETF (BSV) stake by 2.3% in Q2 2026, buying an estimated $67K and bringing the position to 37,898 shares worth $2.95M. The position accounts for 2.33% of the portfolio, ranked #15.

Leo H. Evart Inc first reported a position in BSV in Q4 2021 and has held it in 10 quarters since. The position peaked at $11.7M in Q1 2022. 1,359 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Leo H. Evart Inc held 37,898 shares of Vanguard Short-Term Bond ETF worth $2.95M as of Q2 2026.
Leo H. Evart Inc bought 859 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $67K.
Vanguard Short-Term Bond ETF made up 2.33% of Leo H. Evart Inc's portfolio in Q2 2026, its #15 holding.
Leo H. Evart Inc first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 10 quarters since.
Leo H. Evart Inc's Vanguard Short-Term Bond ETF position peaked at $11.7M in Q1 2022.
1,359 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Leo H. Evart Inc's 13F filing for Q2 2026, filed 18 Aug 2026.