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 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 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

Lido Advisors's BSV Position: Q1 2026 in Review

Lido Advisors reduced its Vanguard Short-Term Bond ETF (BSV) stake by 3% in Q1 2026, selling an estimated $59.4K and leaving 24,674 shares worth $1.93M. The position accounts for 0.01% of the portfolio, ranked #715.

Lido Advisors first reported a position in BSV in Q4 2019 and has held it in 23 quarters since. The position peaked at $18.8M in Q2 2025. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Lido Advisors held 24,674 shares of Vanguard Short-Term Bond ETF worth $1.93M as of Q1 2026.
Lido Advisors sold 755 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $59.4K.
Vanguard Short-Term Bond ETF made up 0.01% of Lido Advisors's portfolio in Q1 2026, its #715 holding.
Lido Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and has held it in 23 quarters since.
Lido Advisors's Vanguard Short-Term Bond ETF position peaked at $18.8M in Q2 2025.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.