Roble Belko & Company’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Roble Belko & Company’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	$150K	Hold	1,890	–	–	0.02%	142
2025 Q4	$150K	Hold	1,890	–	–	0.02%	141
2025 Q3	$149K	Hold	1,890	–	–	0.02%	121
2025 Q2	$149K	Hold	1,890	–	–	0.02%	123
2025 Q1	$148K	Hold	1,890	–	–	0.02%	117
2024 Q4	$146K	Buy	1,890 +897	+90%	+$69.6K	0.02%	119
2024 Q3	$78K	Hold	993	–	–	0.01%	146
2024 Q2	$76K	Hold	993	–	–	0.01%	148
2024 Q1	$76K	Hold	993	–	–	0.01%	154
2023 Q4	$76K	Hold	993	–	–	0.01%	142
2023 Q3	$75K	Hold	993	–	–	0.02%	131
2023 Q2	$75K	Hold	993	–	–	0.01%	126
2023 Q1	$76K	Hold	993	–	–	0.02%	135
2022 Q4	$75K	Hold	993	–	–	0.02%	140
2022 Q3	$74K	Buy	+993	New	+$75.9K	0.02%	135
2022 Q2	–	Sell	-307	Closed	-$24K	–	323
2022 Q1	$24K	Hold	307	–	–	﹤0.01%	211
2021 Q4	$25K	Hold	307	–	–	﹤0.01%	194
2021 Q3	$25K	Hold	307	–	–	0.01%	181
2021 Q2	$25K	Hold	307	–	–	0.01%	194
2021 Q1	$25K	Hold	307	–	–	0.01%	188
2020 Q4	$25K	Sell	307 -435	-59%	-$36K	0.01%	177
2020 Q3	$62K	Hold	742	–	–	0.02%	124
2020 Q2	$62K	Hold	742	–	–	0.02%	137
2020 Q1	$61K	Hold	742	–	–	0.02%	134
2019 Q4	$60K	Hold	742	–	–	0.02%	146
2019 Q3	$60K	Hold	742	–	–	0.02%	137
2019 Q2	$60K	Buy	+742	New	+$59.2K	0.02%	140
2019 Q1	–	Sell	-450	Closed	-$35K	–	313
2018 Q4	$35K	Buy	+450	New	+$35.1K	0.01%	124

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

Roble Belko & Company's BSV Position: Q1 2026 in Review

Roble Belko & Company held its Vanguard Short-Term Bond ETF (BSV) position steady in Q1 2026 at 1,890 shares worth $150K. The position accounts for 0.02% of the portfolio, ranked #142.

Roble Belko & Company first reported a position in BSV in Q4 2018 and has held it in 28 quarters since. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Roble Belko & Company held 1,890 shares of Vanguard Short-Term Bond ETF worth $150K as of Q1 2026.
Roble Belko & Company left its Vanguard Short-Term Bond ETF share count unchanged in Q1 2026.
Vanguard Short-Term Bond ETF made up 0.02% of Roble Belko & Company's portfolio in Q1 2026, its #142 holding.
Roble Belko & Company first reported a position in Vanguard Short-Term Bond ETF in Q4 2018 and has held it in 28 quarters since.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Roble Belko & Company's 13F filing for Q1 2026, filed 16 Apr 2026.