Patriot Investment Management Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Patriot Investment Management Group’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	$6.05M	Sell	77,650 -13,467	-15%	-$1.05M	0.35%	40
2026 Q1	$7.14M	Buy	91,117 +12,472	+16%	+$982K	0.46%	35
2025 Q4	$6.2M	Buy	78,645 +271	+0.3%	+$21.4K	0.39%	38
2025 Q3	$6.18M	Buy	78,374 +54	+0.1%	+$4.25K	0.4%	37
2025 Q2	$6.16M	Buy	78,320 +1,287	+2%	+$101K	0.43%	36
2025 Q1	$6.03M	Buy	77,033 +2,582	+3%	+$200K	0.45%	35
2024 Q4	$5.75M	Sell	74,451 -3,740	-5%	-$290K	0.43%	35
2024 Q3	$6.15M	Buy	78,191 +148	+0.2%	+$11.5K	0.45%	35
2024 Q2	$5.99M	Buy	78,043 +1,349	+2%	+$103K	0.47%	37
2024 Q1	$5.88M	Buy	76,694 +1,347	+2%	+$103K	0.47%	37
2023 Q4	$5.8M	Sell	75,347 -11,458	-13%	-$867K	0.5%	36
2023 Q3	$6.53M	Sell	86,805 -6,702	-7%	-$505K	0.6%	35
2023 Q2	$7.07M	Buy	93,507 +4,049	+5%	+$309K	0.6%	35
2023 Q1	$6.84M	Buy	89,458 +1,824	+2%	+$138K	0.6%	33
2022 Q4	$6.67M	Sell	87,634 -13,995	-14%	-$1.05M	0.58%	33
2022 Q3	$7.6M	Sell	101,629 -14,940	-13%	-$1.14M	0.78%	27
2022 Q2	$8.95M	Buy	116,569 +66,264	+132%	+$5.11M	0.87%	23
2022 Q1	$3.92M	Sell	50,305 -6,287	-11%	-$499K	0.34%	44
2021 Q4	$4.57M	Sell	56,592 -545	-1%	-$44.3K	0.39%	42
2021 Q3	$4.68M	Buy	57,137 +1,215	+2%	+$99.9K	0.42%	40
2021 Q2	$4.59M	Buy	55,922 +6,448	+13%	+$530K	0.43%	42
2021 Q1	$4.07M	Buy	49,474 +1,470	+3%	+$121K	0.4%	41
2020 Q4	$3.98M	Sell	48,004 -7,942	-14%	-$658K	0.6%	28
2020 Q3	$4.65M	Sell	55,946 -77,943	-58%	-$6.48M	0.55%	32
2020 Q2	$11.1M	Buy	133,889 +77	+0.1%	+$6.37K	1.41%	18
2020 Q1	$11M	Sell	133,812 -2,975	-2%	-$242K	1.67%	15
2019 Q4	$11M	Sell	136,787 -2,361	-2%	-$191K	1.42%	19
2019 Q3	$11.3M	Hold	139,148	–	–	1.56%	17
2019 Q2	$11.2M	Buy	139,148 +933	+0.7%	+$74.4K	1.57%	16
2019 Q1	$11M	Buy	+138,215	New	+$10.9M	1.62%	14

Other funds holding BSV

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

MWA

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

IWM

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Patriot Investment Management Group's BSV Position: Q2 2026 in Review

Patriot Investment Management Group reduced its Vanguard Short-Term Bond ETF (BSV) stake by 15% in Q2 2026, selling an estimated $1.05M and leaving 77,650 shares worth $6.05M. The position accounts for 0.35% of the portfolio, ranked #40.

Patriot Investment Management Group first reported a position in BSV in Q1 2019 and has held it in 30 quarters since. The position peaked at $11.3M in Q3 2019. 467 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Patriot Investment Management Group held 77,650 shares of Vanguard Short-Term Bond ETF worth $6.05M as of Q2 2026.
Patriot Investment Management Group sold 13,467 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $1.05M.
Vanguard Short-Term Bond ETF made up 0.35% of Patriot Investment Management Group's portfolio in Q2 2026, its #40 holding.
Patriot Investment Management Group first reported a position in Vanguard Short-Term Bond ETF in Q1 2019 and has held it in 30 quarters since.
Patriot Investment Management Group's Vanguard Short-Term Bond ETF position peaked at $11.3M in Q3 2019.
467 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.