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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
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
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Principal Securities's BSV Position: Q1 2026 in Review

Principal Securities increased its Vanguard Short-Term Bond ETF (BSV) stake by 8.7% in Q1 2026, buying an estimated $612K and bringing the position to 97,631 shares worth $7.66M. The position accounts for 0.11% of the portfolio, ranked #167.

Principal Securities first reported a position in BSV in Q4 2023 and has held it in 10 quarters since. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Principal Securities held 97,631 shares of Vanguard Short-Term Bond ETF worth $7.66M as of Q1 2026.
  • Principal Securities bought 7,775 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $612K.
  • Vanguard Short-Term Bond ETF made up 0.11% of Principal Securities's portfolio in Q1 2026, its #167 holding.
  • Principal Securities first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.