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Lugano Financial Advisors SA (LFA)’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Lugano Financial Advisors SA (LFA)’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 		– Sell
-2,056
Closed -$162K – 227
2025
Q4 		$162K Hold
2,056
– – 0.08% 92
2025
Q3 		$162K Sell
2,056
-190
-8% -$14.9K 0.09% 89
2025
Q2 		$176K Buy
+2,246
New +$176K 0.1% 81

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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

Lugano Financial Advisors SA (LFA)'s BSV Position: Q1 2026 in Review

Lugano Financial Advisors SA (LFA) sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2026, closing a stake of 2,056 shares — an estimated $162K sold.

Lugano Financial Advisors SA (LFA) first reported a position in BSV in Q2 2025 and held it in 3 quarters. The position peaked at $176K in Q2 2025. 1,338 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Lugano Financial Advisors SA (LFA) reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Lugano Financial Advisors SA (LFA) sold 2,056 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $162K.
  • Lugano Financial Advisors SA (LFA) first reported a position in Vanguard Short-Term Bond ETF in Q2 2025 and held it in 3 quarters.
  • Lugano Financial Advisors SA (LFA)'s Vanguard Short-Term Bond ETF position peaked at $176K in Q2 2025.
  • 1,338 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q1 2026, filed 5 May 2026.