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

Principal Securities’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	$8.81M	Buy	113,043 +15,412	+16%	+$1.2M	0.11%	175
2026 Q1	$7.66M	Buy	97,631 +7,775	+9%	+$612K	0.11%	167
2025 Q4	$7.08M	Buy	89,856 +6,131	+7%	+$484K	0.11%	175
2025 Q3	$6.61M	Buy	83,725 +16,593	+25%	+$1.3M	0.11%	178
2025 Q2	$5.28M	Sell	67,132 -5,040	-7%	-$394K	0.1%	197
2025 Q1	$5.58M	Buy	72,172 +114	+0.2%	+$8.85K	0.12%	155
2024 Q4	$5.57M	Buy	72,058 +13,696	+23%	+$1.06M	0.13%	154
2024 Q3	$4.59M	Sell	58,362 -12,586	-18%	-$980K	0.11%	179
2024 Q2	$5.44M	Buy	70,948 +3,841	+6%	+$293K	0.15%	126
2024 Q1	$5.15M	Sell	67,107 -26,320	-28%	-$2.02M	0.16%	121
2023 Q4	$7.2M	Buy	+93,427	New	+$7.07M	0.27%	76

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

Principal Securities's BSV Position: Q2 2026 in Review

Principal Securities increased its Vanguard Short-Term Bond ETF (BSV) stake by 16% in Q2 2026, buying an estimated $1.2M and bringing the position to 113,043 shares worth $8.81M. The position accounts for 0.11% of the portfolio, ranked #175.

Principal Securities first reported a position in BSV in Q4 2023 and has held it in 11 quarters since. 1,356 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Principal Securities held 113,043 shares of Vanguard Short-Term Bond ETF worth $8.81M as of Q2 2026.
Principal Securities bought 15,412 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $1.2M.
Vanguard Short-Term Bond ETF made up 0.11% of Principal Securities's portfolio in Q2 2026, its #175 holding.
Principal Securities first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
1,356 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.