Lloyd Advisory Services’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Lloyd Advisory Services’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	$8.18K	Sell	105 -186	-64%	-$14.5K	﹤0.01%	386
2026 Q1	$22.8K	Sell	291 -1,634	-85%	-$129K	0.01%	373
2025 Q4	$152K	Buy	+1,925	New	+$152K	0.06%	142
2024 Q3	–	Sell	-37,798	Closed	-$2.9M	–	99
2024 Q2	$2.9M	Buy	37,798 +30,918	+449%	+$2.36M	1.36%	19
2024 Q1	$513K	Sell	6,880 -29,425	-81%	-$2.26M	0.11%	121
2023 Q4	$2.8M	Buy	+36,305	New	+$2.75M	1.32%	15
2022 Q4	$2.65M	Buy	35,255 +433	+1%	+$32.5K	1.84%	12
2022 Q3	$2.6M	Buy	34,822 +28	+0.1%	+$2.14K	1.9%	12
2022 Q2	$2.67M	Sell	34,794 -117	-0.3%	-$9.01K	2.08%	13
2022 Q1	$2.72M	Buy	34,911 +674	+2%	+$53.5K	1.27%	20
2021 Q4	$2.77M	Buy	34,237 +346	+1%	+$28.1K	1.28%	22
2021 Q3	$2.78M	Sell	33,891 -5,492	-14%	-$451K	1.43%	20
2021 Q2	$3.24M	Buy	39,383 +3,341	+9%	+$275K	1.63%	17
2021 Q1	$2.96M	Buy	36,042 +32,563	+936%	+$2.69M	1.61%	15
2020 Q4	$288K	Buy	3,479 +206	+6%	+$17.1K	0.16%	39
2020 Q3	$272K	Sell	3,273 -655	-17%	-$54.4K	0.17%	37
2020 Q2	$326K	Buy	+3,928	New	+$325K	0.2%	36
2020 Q1	–	Sell	-75	Closed	-$6K	–	282
2019 Q4	$6K	Buy	+75	New	+$6.05K	0.01%	239

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

Lloyd Advisory Services's BSV Position: Q2 2026 in Review

Lloyd Advisory Services reduced its Vanguard Short-Term Bond ETF (BSV) stake by 64% in Q2 2026, selling an estimated $14.5K and leaving 105 shares worth $8.18K. The position accounts for ﹤0.01% of the portfolio, ranked #386.

Lloyd Advisory Services first reported a position in BSV in Q4 2019 and has held it in 18 quarters since. The position peaked at $3.24M in Q2 2021. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Lloyd Advisory Services held 105 shares of Vanguard Short-Term Bond ETF worth $8.18K as of Q2 2026.
Lloyd Advisory Services sold 186 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $14.5K.
Vanguard Short-Term Bond ETF made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #386 holding.
Lloyd Advisory Services first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and has held it in 18 quarters since.
Lloyd Advisory Services's Vanguard Short-Term Bond ETF position peaked at $3.24M in Q2 2021.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.