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

Milestone Investment Advisors’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 		$303K Sell
3,887
-229
-6% -$17.9K 0.07% 79
2026
Q1 		$323K Buy
4,116
+510
+14% +$40.2K 0.08% 75
2025
Q4 		$284K Buy
3,606
+227
+7% +$17.9K 0.07% 76
2025
Q3 		$267K Sell
3,379
-7
-0.2% -$550 0.07% 74
2025
Q2 		$267K Sell
3,386
-2,622
-44% -$205K 0.07% 72
2025
Q1 		$470K Buy
6,008
+808
+16% +$62.7K 0.13% 61
2024
Q4 		$402K Sell
5,200
-20
-0.4% -$1.55K 0.11% 63
2024
Q3 		$411K Sell
5,220
-7
-0.1% -$545 0.12% 65
2024
Q2 		$401K Sell
5,227
-372
-7% -$28.4K 0.11% 60
2024
Q1 		$429K Sell
5,599
-442
-7% -$33.9K 0.12% 56
2023
Q4 		$465K Buy
6,041
+2,486
+70% +$188K 0.14% 56
2023
Q3 		$267K Sell
3,555
-213
-6% -$16.1K 0.08% 89
2023
Q2 		$285K Buy
3,768
+36
+1% +$2.74K 0.09% 62
2023
Q1 		$285K Buy
3,732
+791
+27% +$59.9K 0.09% 81
2022
Q4 		$221K Buy
+2,941
New +$221K 0.08% 59

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

Milestone Investment Advisors's BSV Position: Q2 2026 in Review

Milestone Investment Advisors reduced its Vanguard Short-Term Bond ETF (BSV) stake by 5.6% in Q2 2026, selling an estimated $17.9K and leaving 3,887 shares worth $303K. The position accounts for 0.07% of the portfolio, ranked #79.

Milestone Investment Advisors first reported a position in BSV in Q4 2022 and has held it in 15 quarters since. The position peaked at $470K in Q1 2025. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Milestone Investment Advisors held 3,887 shares of Vanguard Short-Term Bond ETF worth $303K as of Q2 2026.
  • Milestone Investment Advisors sold 229 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $17.9K.
  • Vanguard Short-Term Bond ETF made up 0.07% of Milestone Investment Advisors's portfolio in Q2 2026, its #79 holding.
  • Milestone Investment Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Milestone Investment Advisors's Vanguard Short-Term Bond ETF position peaked at $470K in Q1 2025.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.