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 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 $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

Pekin Hardy Strauss's BSV Position: Q1 2026 in Review

Pekin Hardy Strauss opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q1 2026: 2,725 shares worth $214K. The stake represents 0.02% of the portfolio and ranks #430 among its holdings. This is a return to the name: Pekin Hardy Strauss previously reported a position in BSV as recently as Q1 2023.

Pekin Hardy Strauss first reported a position in BSV in Q3 2021 and has held it in 6 quarters since. The position peaked at $231K in Q4 2022. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Pekin Hardy Strauss held 2,725 shares of Vanguard Short-Term Bond ETF worth $214K as of Q1 2026.
Vanguard Short-Term Bond ETF was a new Pekin Hardy Strauss position in Q1 2026.
Vanguard Short-Term Bond ETF made up 0.02% of Pekin Hardy Strauss's portfolio in Q1 2026, its #430 holding.
Pekin Hardy Strauss first reported a position in Vanguard Short-Term Bond ETF in Q3 2021 and has held it in 6 quarters since.
Pekin Hardy Strauss's Vanguard Short-Term Bond ETF position peaked at $231K in Q4 2022.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Pekin Hardy Strauss's 13F filing for Q1 2026, filed 7 May 2026.