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Regal Investment Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Regal Investment Advisors’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 		$8.04M Buy
102,589
+16,313
+19% +$1.28M 0.46% 53
2025
Q4 		$6.8M Buy
86,276
+534
+0.6% +$42.1K 0.41% 65
2025
Q3 		$6.77M Buy
85,742
+6,518
+8% +$513K 0.44% 58
2025
Q2 		$6.23M Sell
79,224
-17
-0% -$1.33K 0.47% 58
2025
Q1 		$6.2M Sell
79,241
-226
-0.3% -$17.5K 0.5% 51
2024
Q4 		$6.14M Buy
79,467
+612
+0.8% +$47.5K 0.46% 58
2024
Q3 		$6.21M Buy
78,855
+1,071
+1% +$83.4K 0.43% 61
2024
Q2 		$5.97M Sell
77,784
-2,955
-4% -$225K 0.39% 70
2024
Q1 		$6.19M Sell
80,739
-5,070
-6% -$389K 0.42% 64
2023
Q4 		$6.61M Sell
85,809
-667
-0.8% -$50.5K 0.5% 54
2023
Q3 		$6.5M Buy
86,476
+239
+0.3% +$18K 0.55% 45
2023
Q2 		$6.52M Sell
86,237
-18
-0% -$1.37K 0.55% 48
2023
Q1 		$6.6M Buy
86,255
+3,181
+4% +$241K 0.58% 46
2022
Q4 		$6.25M Buy
83,074
+18,564
+29% +$1.39M 0.61% 44
2022
Q3 		$4.83M Sell
64,510
-3,591
-5% -$274K 0.51% 56
2022
Q2 		$5.23M Sell
68,101
-140
-0.2% -$10.8K 0.54% 51
2022
Q1 		$5.32M Sell
68,241
-2,818
-4% -$224K 0.49% 54
2021
Q4 		$5.74M Buy
71,059
+4,152
+6% +$338K 0.51% 47
2021
Q3 		$5.48M Buy
66,907
+2,303
+4% +$189K 0.53% 44
2021
Q2 		$5.31M Buy
64,604
+14,192
+28% +$1.17M 0.53% 46
2021
Q1 		$4.14M Sell
50,412
-11,623
-19% -$960K 4.2% 8
2020
Q4 		$5.14M Buy
62,035
+14,561
+31% +$1.21M 0.58% 41
2020
Q3 		$3.94M Sell
47,474
-9,977
-17% -$829K 4.66% 7
2020
Q2 		$4.78M Buy
57,451
+16,563
+41% +$1.37M 0.88% 28
2020
Q1 		$3.36M Sell
40,888
-18,945
-32% -$1.54M 4.94% 7
2019
Q4 		$4.82M Buy
59,833
+1,292
+2% +$104K 0.87% 25
2019
Q3 		$4.73M Sell
58,541
-8,431
-13% -$680K 0.92% 24
2019
Q2 		$5.39M Buy
66,972
+255
+0.4% +$20.3K 1.05% 22
2019
Q1 		$5.31M Buy
66,717
+757
+1% +$59.7K 1.08% 20
2018
Q4 		$5.18M Sell
65,960
-4,677
-7% -$365K 1.14% 19
2018
Q3 		$5.51M Buy
70,637
+26,657
+61% +$2.08M 1.16% 21
2018
Q2 		$3.44M Sell
43,980
-19,180
-30% -$1.5M 1.04% 22
2018
Q1 		$4.95M Buy
63,160
+90
+0.1% +$7.07K 1.09% 23
2017
Q4 		$4.99M Buy
63,070
+6,163
+11% +$490K 1.11% 22
2017
Q3 		$4.54M Buy
56,907
+1,162
+2% +$92.9K 1.06% 25
2017
Q2 		$4.45M Buy
55,745
+910
+2% +$72.7K 1.1% 22
2017
Q1 		$4.37M Buy
54,835
+11,601
+27% +$923K 1.14% 20
2016
Q4 		$3.44M Buy
43,234
+7,520
+21% +$602K 0.95% 28
2016
Q3 		$2.89M Buy
35,714
+1,305
+4% +$106K 0.82% 42
2016
Q2 		$2.79M Buy
34,409
+2,322
+7% +$187K 0.77% 50
2016
Q1 		$2.59M Sell
32,087
-5,106
-14% -$409K 0.7% 60
2015
Q4 		$2.96M Buy
37,193
+5,761
+18% +$461K 0.77% 50
2015
Q3 		$2.53M Buy
31,432
+4,259
+16% +$341K 0.66% 55
2015
Q2 		$2.18M Buy
27,173
+2,673
+11% +$215K 0.59% 63
2015
Q1 		$1.97M Sell
24,500
-1,432
-6% -$115K 0.49% 75
2014
Q4 		$2.07M Sell
25,932
-833
-3% -$66.8K 0.56% 65
2014
Q3 		$2.14M Sell
26,765
-1,156
-4% -$92.7K 0.65% 54
2014
Q2 		$2.24M Sell
27,921
-30
-0.1% -$2.41K 0.8% 41
2014
Q1 		$2.24M Buy
27,951
+309
+1% +$24.8K 0.95% 24
2013
Q4 		$2.21M Buy
27,642
+2,853
+12% +$229K 1.26% 10
2013
Q3 		$1.99M Buy
24,789
+22,845
+1,175% +$1.83M 1.16% 10
2013
Q2 		$156K Buy
+1,944
New +$157K 0.09% 180

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

Regal Investment Advisors's BSV Position: Q1 2026 in Review

Regal Investment Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 19% in Q1 2026, buying an estimated $1.28M and bringing the position to 102,589 shares worth $8.04M. The position accounts for 0.46% of the portfolio, ranked #53.

Regal Investment Advisors first reported a position in BSV in Q2 2013 and has held it in 52 quarters since. 1,335 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Regal Investment Advisors held 102,589 shares of Vanguard Short-Term Bond ETF worth $8.04M as of Q1 2026.
  • Regal Investment Advisors bought 16,313 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $1.28M.
  • Vanguard Short-Term Bond ETF made up 0.46% of Regal Investment Advisors's portfolio in Q1 2026, its #53 holding.
  • Regal Investment Advisors first reported a position in Vanguard Short-Term Bond ETF in Q2 2013 and has held it in 52 quarters since.
  • 1,335 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.