Pekin Hardy Strauss’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Pekin Hardy Strauss’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	$228K	Buy	2,925 +200	+7%	+$15.6K	0.02%	449
2026 Q1	$214K	Buy	+2,725	New	+$215K	0.02%	430
2023 Q2	–	Sell	-2,805	Closed	-$215K	–	317
2023 Q1	$215K	Sell	2,805 -264	-9%	-$20K	0.03%	270
2022 Q4	$231K	Buy	+3,069	New	+$230K	0.03%	264
2022 Q2	–	Sell	-2,585	Closed	-$201K	–	326
2022 Q1	$201K	Hold	2,585	–	–	0.03%	311
2021 Q4	$209K	Hold	2,585	–	–	0.03%	310
2021 Q3	$212K	Buy	+2,585	New	+$212K	0.03%	307

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

Pekin Hardy Strauss's BSV Position: Q2 2026 in Review

Pekin Hardy Strauss increased its Vanguard Short-Term Bond ETF (BSV) stake by 7.3% in Q2 2026, buying an estimated $15.6K and bringing the position to 2,925 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #449.

Pekin Hardy Strauss first reported a position in BSV in Q3 2021 and has held it in 7 quarters since. The position peaked at $231K in Q4 2022. 1,360 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Pekin Hardy Strauss held 2,925 shares of Vanguard Short-Term Bond ETF worth $228K as of Q2 2026.
Pekin Hardy Strauss bought 200 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $15.6K.
Vanguard Short-Term Bond ETF made up 0.02% of Pekin Hardy Strauss's portfolio in Q2 2026, its #449 holding.
Pekin Hardy Strauss first reported a position in Vanguard Short-Term Bond ETF in Q3 2021 and has held it in 7 quarters since.
Pekin Hardy Strauss's Vanguard Short-Term Bond ETF position peaked at $231K in Q4 2022.
1,360 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Pekin Hardy Strauss's 13F filing for Q2 2026, filed 30 Jul 2026.