M Holdings Securities’s Vanguard Short-Term Bond ETF BSV Stock Holding History

M Holdings Securities’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	–	Sell	-18,937	Closed	-$1.48M	–	169
2026 Q1	$1.48M	Buy	18,937 +665	+4%	+$52.4K	0.1%	160
2025 Q4	$1.44M	Buy	+18,272	New	+$1.44M	0.1%	157
2020 Q2	–	Sell	-73,869	Closed	-$6.07M	–	173
2020 Q1	$6.07M	Buy	+73,869	New	+$6M	0.9%	23
2019 Q2	–	Sell	-7,057	Closed	-$562K	–	185
2019 Q1	$562K	Buy	7,057 +684	+11%	+$54K	0.13%	187
2018 Q4	$501K	Buy	+6,373	New	+$497K	0.16%	169
2018 Q2	–	Sell	-3,799	Closed	-$298K	–	345
2018 Q1	$298K	Buy	3,799 +11	+0.3%	+$864	0.09%	252
2017 Q4	$300K	Sell	3,788 -80	-2%	-$6.36K	0.09%	248
2017 Q3	$309K	Buy	3,868 +121	+3%	+$9.68K	0.1%	238
2017 Q2	$299K	Buy	3,747 +550	+17%	+$43.9K	0.1%	229
2017 Q1	$255K	Sell	3,197 -307	-9%	-$24.4K	0.1%	223
2016 Q4	$278K	Buy	+3,504	New	+$280K	0.1%	202
2015 Q4	–	Sell	-2,652	Closed	-$213K	–	202
2015 Q3	$213K	Sell	2,652 -13	-0.5%	-$1.04K	0.15%	165
2015 Q2	$214K	Hold	2,665	–	–	0.14%	166
2015 Q1	$215K	Hold	2,665	–	–	0.14%	167
2014 Q4	$213K	Buy	2,665 +109	+4%	+$8.75K	0.14%	166
2014 Q3	$205K	Hold	2,556	–	–	0.11%	174
2014 Q2	$205K	Buy	+2,556	New	+$205K	0.13%	173

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

M Holdings Securities's BSV Position: Q2 2026 in Review

M Holdings Securities sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2026, closing a stake of 18,937 shares — an estimated $1.48M sold.

M Holdings Securities first reported a position in BSV in Q2 2014 and held it in 17 quarters. The position peaked at $6.07M in Q1 2020. 1,356 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

M Holdings Securities reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2026 after selling out during the quarter.
M Holdings Securities sold 18,937 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $1.48M.
M Holdings Securities first reported a position in Vanguard Short-Term Bond ETF in Q2 2014 and held it in 17 quarters.
M Holdings Securities's Vanguard Short-Term Bond ETF position peaked at $6.07M in Q1 2020.
1,356 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.