Samalin Investment Counsel’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Samalin Investment Counsel’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	$533K	Sell	6,836 -137	-2%	-$10.7K	0.17%	150
2026 Q1	$547K	Buy	6,973 +44	+0.6%	+$3.46K	0.19%	153
2025 Q4	$546K	Buy	+6,929	New	+$547K	0.19%	159
2023 Q3	–	Sell	-4,383	Closed	-$331K	–	261
2023 Q2	$331K	Buy	4,383 +378	+9%	+$28.8K	0.18%	155
2023 Q1	$306K	Sell	4,005 -352	-8%	-$26.7K	0.18%	163
2022 Q4	$328K	Sell	4,357 -288	-6%	-$21.6K	0.21%	143
2022 Q3	$348K	Sell	4,645 -116	-2%	-$8.86K	0.26%	123
2022 Q2	$366K	Sell	4,761 -259	-5%	-$20K	0.26%	119
2022 Q1	$391K	Sell	5,020 -2,021	-29%	-$160K	0.24%	132
2021 Q4	$569K	Buy	7,041 +805	+13%	+$65.5K	0.34%	86
2021 Q3	$511K	Sell	6,236 -1,572	-20%	-$129K	0.33%	96
2021 Q2	$642K	Buy	7,808 +373	+5%	+$30.7K	0.42%	76
2021 Q1	$611K	Sell	7,435 -696	-9%	-$57.5K	0.41%	76
2020 Q4	$674K	Sell	8,131 -305	-4%	-$25.3K	0.51%	47
2020 Q3	$701K	Sell	8,436 -1,189	-12%	-$98.8K	0.63%	36
2020 Q2	$800K	Sell	9,625 -11,684	-55%	-$966K	0.84%	29
2020 Q1	$1.75M	Sell	21,309 -4,074	-16%	-$331K	2.34%	6
2019 Q4	$2.05M	Buy	+25,383	New	+$2.05M	1.72%	8

Other funds holding BSV

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FCH

Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Samalin Investment Counsel's BSV Position: Q2 2026 in Review

Samalin Investment Counsel reduced its Vanguard Short-Term Bond ETF (BSV) stake by 2% in Q2 2026, selling an estimated $10.7K and leaving 6,836 shares worth $533K. The position accounts for 0.17% of the portfolio, ranked #150.

Samalin Investment Counsel first reported a position in BSV in Q4 2019 and has held it in 18 quarters since. The position peaked at $2.05M in Q4 2019. 686 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Samalin Investment Counsel held 6,836 shares of Vanguard Short-Term Bond ETF worth $533K as of Q2 2026.
Samalin Investment Counsel sold 137 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $10.7K.
Vanguard Short-Term Bond ETF made up 0.17% of Samalin Investment Counsel's portfolio in Q2 2026, its #150 holding.
Samalin Investment Counsel first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and has held it in 18 quarters since.
Samalin Investment Counsel's Vanguard Short-Term Bond ETF position peaked at $2.05M in Q4 2019.
686 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.