Lido Advisors
BSV icon

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

Lido 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
Q2 		$496K Sell
6,371
-18,303
-74% -$1.43M ﹤0.01% 1481
2026
Q1 		$1.93M Sell
24,674
-755
-3% -$59.4K 0.01% 715
2025
Q4 		$2.01M Sell
25,429
-5,329
-17% -$420K 0.01% 719
2025
Q3 		$2.43M Sell
30,758
-208,511
-87% -$16.4M 0.01% 631
2025
Q2 		$18.8M Buy
239,269
+210,996
+746% +$16.5M 0.07% 165
2025
Q1 		$2.21M Buy
28,273
+14,659
+108% +$1.14M 0.01% 518
2024
Q4 		$1.05M Sell
13,614
-494
-4% -$38.3K ﹤0.01% 745
2024
Q3 		$1.11M Sell
14,108
-1,479
-9% -$115K 0.01% 669
2024
Q2 		$1.2M Sell
15,587
-5,281
-25% -$403K 0.01% 593
2024
Q1 		$1.6M Sell
20,868
-4,839
-19% -$371K 0.01% 494
2023
Q4 		$1.98M Buy
+25,707
New +$1.95M 0.01% 421
2023
Q3 		– Sell
-5,622
Closed -$425K – 1229
2023
Q2 		$425K Buy
5,622
+1,780
+46% +$136K ﹤0.01% 790
2023
Q1 		$294K Sell
3,842
-36,954
-91% -$2.8M ﹤0.01% 872
2022
Q4 		$3.07M Sell
40,796
-12,900
-24% -$968K 0.04% 226
2022
Q3 		$4.02M Buy
53,696
+23,537
+78% +$1.8M 0.05% 170
2022
Q2 		$2.31M Sell
30,159
-75,488
-71% -$5.82M 0.03% 216
2022
Q1 		$8.23M Sell
105,647
-5,544
-5% -$440K 0.09% 109
2021
Q4 		$8.99M Sell
111,191
-2,909
-3% -$237K 0.1% 108
2021
Q3 		$9.35M Sell
114,100
-2,926
-3% -$240K 0.13% 88
2021
Q2 		$9.62M Sell
117,026
-7,567
-6% -$622K 0.13% 94
2021
Q1 		$10.2M Buy
124,593
+1,104
+0.9% +$91.1K 0.18% 79
2020
Q4 		$10.2M Buy
+123,489
New +$10.2M 0.21% 62
2020
Q2 		– Sell
-2,533
Closed -$208K – 611
2020
Q1 		$208K Sell
2,533
-3,799
-60% -$308K 0.01% 509
2019
Q4 		$510K Buy
+6,332
New +$511K 0.02% 385

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

Lido Advisors's BSV Position: Q2 2026 in Review

Lido Advisors reduced its Vanguard Short-Term Bond ETF (BSV) stake by 74% in Q2 2026, selling an estimated $1.43M and leaving 6,371 shares worth $496K. The position accounts for ﹤0.01% of the portfolio, ranked #1481.

Lido Advisors first reported a position in BSV in Q4 2019 and has held it in 24 quarters since. The position peaked at $18.8M in Q2 2025. 1,356 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Lido Advisors held 6,371 shares of Vanguard Short-Term Bond ETF worth $496K as of Q2 2026.
  • Lido Advisors sold 18,303 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $1.43M.
  • Vanguard Short-Term Bond ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1481 holding.
  • Lido Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and has held it in 24 quarters since.
  • Lido Advisors's Vanguard Short-Term Bond ETF position peaked at $18.8M in Q2 2025.
  • 1,356 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.