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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$792K Buy
10,161
+4,305
+74% +$336K 0.09% 124
2026
Q1
$74.7K Sell
5,856
-30
-0.5% -$2.36K 1.18% 20
2025
Q4
$74.7K Sell
5,886
-68,798
-92% -$5.43M 1.34% 16
2025
Q3
$5.89M Hold
74,684
0.85% 20
2025
Q2
$5.88M Hold
74,684
0.76% 19
2025
Q1
$5.85M Hold
74,684
1.05% 18
2024
Q4
$5.77M Hold
74,684
1.03% 19
2024
Q3
$5.88M Sell
74,684
-782
-1% -$60.9K 1.19% 17
2024
Q2
$5.79M Hold
75,466
1.02% 17
2024
Q1
$5.79M Buy
75,466
+13,416
+22% +$1.03M 0.92% 17
2023
Q4
$4.78M Buy
+62,050
New +$4.7M 0.96% 21

Other funds holding BSV

LM Advisors's BSV Position: Q2 2026 in Review

LM Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 74% in Q2 2026, buying an estimated $336K and bringing the position to 10,161 shares worth $792K. The position accounts for 0.09% of the portfolio, ranked #124.

LM Advisors first reported a position in BSV in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.89M in Q3 2025. 1,353 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • LM Advisors held 10,161 shares of Vanguard Short-Term Bond ETF worth $792K as of Q2 2026.
  • LM Advisors bought 4,305 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $336K.
  • Vanguard Short-Term Bond ETF made up 0.09% of LM Advisors's portfolio in Q2 2026, its #124 holding.
  • LM Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • LM Advisors's Vanguard Short-Term Bond ETF position peaked at $5.89M in Q3 2025.
  • 1,353 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.