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 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 $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

M Holdings Securities's BSV Position: Q1 2026 in Review

M Holdings Securities increased its Vanguard Short-Term Bond ETF (BSV) stake by 3.6% in Q1 2026, buying an estimated $52.4K and bringing the position to 18,937 shares worth $1.48M. The position accounts for 0.1% of the portfolio, ranked #160.

M Holdings Securities first reported a position in BSV in Q2 2014 and has held it in 17 quarters since. The position peaked at $6.07M in Q1 2020. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

M Holdings Securities held 18,937 shares of Vanguard Short-Term Bond ETF worth $1.48M as of Q1 2026.
M Holdings Securities bought 665 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $52.4K.
Vanguard Short-Term Bond ETF made up 0.1% of M Holdings Securities's portfolio in Q1 2026, its #160 holding.
M Holdings Securities first reported a position in Vanguard Short-Term Bond ETF in Q2 2014 and has held it in 17 quarters since.
M Holdings Securities's Vanguard Short-Term Bond ETF position peaked at $6.07M in Q1 2020.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.