Lynx Investment Advisory’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Lynx Investment Advisory’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	$374K	Buy	+4,774	New	+$376K	0.18%	123
2025 Q2	–	Sell	-3,016	Closed	-$236K	–	149
2025 Q1	$236K	Sell	3,016 -429	-12%	-$33.3K	0.16%	134
2024 Q4	$266K	Buy	3,445 +46	+1%	+$3.57K	0.18%	129
2024 Q3	$267K	Buy	3,399 +2,327	+217%	+$181K	0.19%	116
2024 Q2	$82.2K	Buy	+1,072	New	+$81.8K	0.06%	197

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

Lynx Investment Advisory's BSV Position: Q1 2026 in Review

Lynx Investment Advisory opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q1 2026: 4,774 shares worth $374K. The stake represents 0.18% of the portfolio and ranks #123 among its holdings. This is a return to the name: Lynx Investment Advisory previously reported a position in BSV as recently as Q1 2025.

Lynx Investment Advisory first reported a position in BSV in Q2 2024 and has held it in 5 quarters since. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Lynx Investment Advisory held 4,774 shares of Vanguard Short-Term Bond ETF worth $374K as of Q1 2026.
Vanguard Short-Term Bond ETF was a new Lynx Investment Advisory position in Q1 2026.
Vanguard Short-Term Bond ETF made up 0.18% of Lynx Investment Advisory's portfolio in Q1 2026, its #123 holding.
Lynx Investment Advisory first reported a position in Vanguard Short-Term Bond ETF in Q2 2024 and has held it in 5 quarters since.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Lynx Investment Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.