MOTCO’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.13M Sell
14,397
-9,461
-40% -$745K 0.1% 118
2025
Q4
$1.88M Buy
23,858
+724
+3% +$57.1K 0.17% 110
2025
Q3
$1.83M Sell
23,134
-265
-1% -$20.8K 0.17% 112
2025
Q2
$1.83M Buy
23,399
+5,044
+27% +$394K 0.18% 108
2025
Q1
$1.44M Buy
18,355
+7,491
+69% +$582K 0.15% 111
2024
Q4
$839K Sell
10,864
-929
-8% -$72.1K 0.09% 122
2024
Q3
$928K Buy
11,793
+894
+8% +$69.6K 0.09% 127
2024
Q2
$836K Buy
10,899
+802
+8% +$61.2K 0.05% 164
2024
Q1
$774K Buy
10,097
+776
+8% +$59.5K 0.05% 172
2023
Q4
$718K Sell
9,321
-20
-0.2% -$1.51K 0.05% 176
2023
Q3
$702K Buy
9,341
+1,294
+16% +$97.5K 0.05% 167
2023
Q2
$608K Buy
+8,047
New +$613K 0.04% 172
2021
Q3
Sell
-174
Closed -$14K 609
2021
Q2
$14K Hold
174
﹤0.01% 461
2021
Q1
$14K Hold
174
﹤0.01% 446
2020
Q4
$14K Buy
+174
New +$14.4K ﹤0.01% 492
2019
Q2
Sell
-992
Closed -$79K 834
2019
Q1
$79K Sell
992
-170
-15% -$13.4K 0.01% 279
2018
Q4
$91K Sell
1,162
-749
-39% -$58.4K 0.01% 265
2018
Q3
$149K Buy
1,911
+484
+34% +$37.8K 0.01% 236
2018
Q2
$112K Hold
1,427
0.01% 245
2018
Q1
$112K Hold
1,427
0.01% 246
2017
Q4
$113K Hold
1,427
0.01% 232
2017
Q3
$114K Hold
1,427
0.01% 230
2017
Q2
$114K Hold
1,427
0.01% 236
2017
Q1
$114K Buy
1,427
+1,134
+387% +$90.3K 0.01% 220
2016
Q4
$23K Hold
293
﹤0.01% 397
2016
Q3
$24K Hold
293
﹤0.01% 371
2016
Q2
$24K Hold
293
﹤0.01% 327
2016
Q1
$24K Hold
293
﹤0.01% 326
2015
Q4
$23K Hold
293
﹤0.01% 329
2015
Q3
$24K Hold
293
﹤0.01% 346
2015
Q2
$23K Hold
293
﹤0.01% 348
2015
Q1
$24K Hold
293
﹤0.01% 337
2014
Q4
$23K Sell
293
-925
-76% -$74.2K ﹤0.01% 351
2014
Q3
$98K Buy
1,218
+925
+316% +$74.1K 0.01% 242
2014
Q2
$24K Hold
293
﹤0.01% 344
2014
Q1
$23K Hold
293
﹤0.01% 330
2013
Q4
$23K Buy
+293
New +$23.6K ﹤0.01% 343
2013
Q3
Sell
-2,510
Closed -$201K 576
2013
Q2
$201K Buy
+2,510
New +$203K 0.03% 193

Other funds holding BSV

MOTCO's BSV Position: Q1 2026 in Review

MOTCO reduced its Vanguard Short-Term Bond ETF (BSV) stake by 40% in Q1 2026, selling an estimated $745K and leaving 14,397 shares worth $1.13M. The position accounts for 0.1% of the portfolio, ranked #118.

MOTCO first reported a position in BSV in Q2 2013 and has held it in 38 quarters since. The position peaked at $1.88M in Q4 2025. 1,333 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • MOTCO held 14,397 shares of Vanguard Short-Term Bond ETF worth $1.13M as of Q1 2026.
  • MOTCO sold 9,461 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $745K.
  • Vanguard Short-Term Bond ETF made up 0.1% of MOTCO's portfolio in Q1 2026, its #118 holding.
  • MOTCO first reported a position in Vanguard Short-Term Bond ETF in Q2 2013 and has held it in 38 quarters since.
  • MOTCO's Vanguard Short-Term Bond ETF position peaked at $1.88M in Q4 2025.
  • 1,333 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on MOTCO's 13F filing for Q1 2026, filed 22 Apr 2026.