Sigma Planning Corp’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.04M | Buy |
64,719
+11,613
| +22% | +$906K | 0.13% | 172 |
|
|
2026
Q1 | $4.16M | Buy |
53,106
+3,412
| +7% | +$269K | 0.12% | 190 |
|
|
2025
Q4 | $3.92M | Buy |
49,694
+1,092
| +2% | +$86.2K | 0.11% | 196 |
|
|
2025
Q3 | $3.84M | Buy |
48,602
+3,334
| +7% | +$262K | 0.11% | 193 |
|
|
2025
Q2 | $3.56M | Buy |
45,268
+2,594
| +6% | +$203K | 0.11% | 197 |
|
|
2025
Q1 | $3.34M | Buy |
42,674
+1,166
| +3% | +$90.5K | 0.11% | 204 |
|
|
2024
Q4 | $3.21M | Sell |
41,508
-2,587
| -6% | -$201K | 0.1% | 198 |
|
|
2024
Q3 | $3.47M | Buy |
44,095
+1,260
| +3% | +$98.1K | 0.11% | 192 |
|
|
2024
Q2 | $3.29M | Sell |
42,835
-7,229
| -14% | -$552K | 0.1% | 195 |
|
|
2024
Q1 | $3.84M | Buy |
50,064
+23,411
| +88% | +$1.8M | 0.12% | 173 |
|
|
2023
Q4 | $2.05M | Sell |
26,653
-28,215
| -51% | -$2.14M | 0.16% | 125 |
|
|
2023
Q3 | $4.12M | Buy |
54,868
+411
| +0.8% | +$31K | 0.15% | 136 |
|
|
2023
Q2 | $4.12M | Sell |
54,457
-23,906
| -31% | -$1.82M | 0.15% | 136 |
|
|
2023
Q1 | $5.99M | Buy |
78,363
+5,815
| +8% | +$441K | 0.2% | 109 |
|
|
2022
Q4 | $5.46M | Sell |
72,548
-3,902
| -5% | -$293K | 0.2% | 118 |
|
|
2022
Q3 | $5.72M | Sell |
76,450
-7,616
| -9% | -$582K | 0.22% | 100 |
|
|
2022
Q2 | $6.46M | Sell |
84,066
-5,227
| -6% | -$403K | 0.22% | 91 |
|
|
2022
Q1 | $6.96M | Buy |
89,293
+2,231
| +3% | +$177K | 0.21% | 92 |
|
|
2021
Q4 | $7.04M | Buy |
87,062
+6,326
| +8% | +$514K | 0.2% | 98 |
|
|
2021
Q3 | $6.62M | Buy |
80,736
+9,821
| +14% | +$807K | 0.2% | 102 |
|
|
2021
Q2 | $5.83M | Buy |
70,915
+6,579
| +10% | +$541K | 0.17% | 125 |
|
|
2021
Q1 | $5.29M | Buy |
64,336
+24,255
| +61% | +$2M | 0.17% | 143 |
|
|
2020
Q4 | $3.32M | Buy |
40,081
+6,532
| +19% | +$541K | 0.11% | 194 |
|
|
2020
Q3 | $2.79M | Buy |
33,549
+5,761
| +21% | +$479K | 0.11% | 197 |
|
|
2020
Q2 | $2.31M | Sell |
27,788
-384
| -1% | -$31.8K | 0.1% | 211 |
|
|
2020
Q1 | $2.31M | Sell |
28,172
-638
| -2% | -$51.8K | 0.14% | 155 |
|
|
2019
Q4 | $2.32M | Sell |
28,810
-564
| -2% | -$45.5K | 0.1% | 216 |
|
|
2019
Q3 | $2.37M | Buy |
29,374
+4,602
| +19% | +$371K | 0.11% | 189 |
|
|
2019
Q2 | $2M | Sell |
24,772
-1,706
| -6% | -$136K | 0.1% | 211 |
|
|
2019
Q1 | $2.11M | Buy |
26,478
+4,676
| +21% | +$369K | 0.12% | 192 |
|
|
2018
Q4 | $1.71M | Buy |
21,802
+1,369
| +7% | +$107K | 0.12% | 175 |
|
|
2018
Q3 | $1.59M | Sell |
20,433
-1,032
| -5% | -$80.6K | 0.09% | 221 |
|
|
2018
Q2 | $1.68M | Buy |
21,465
+1,955
| +10% | +$153K | 0.11% | 196 |
|
|
2018
Q1 | $1.53M | Sell |
19,510
-5,004
| -20% | -$393K | 0.11% | 199 |
|
|
2017
Q4 | $1.94M | Sell |
24,514
-962
| -4% | -$76.4K | 0.15% | 172 |
|
|
2017
Q3 | $2.03M | Buy |
25,476
+4,948
| +24% | +$396K | 0.17% | 153 |
|
|
2017
Q2 | $1.64M | Sell |
20,528
-1,545
| -7% | -$123K | 0.15% | 167 |
|
|
2017
Q1 | $1.76M | Buy |
22,073
+1,058
| +5% | +$84.2K | 0.17% | 152 |
|
|
2016
Q4 | $1.67M | Sell |
21,015
-10,444
| -33% | -$835K | 0.18% | 133 |
|
|
2016
Q3 | $2.54M | Buy |
31,459
+5,272
| +20% | +$426K | 0.3% | 71 |
|
|
2016
Q2 | $2.12M | Buy |
26,187
+13,510
| +107% | +$1.09M | 0.28% | 80 |
|
|
2016
Q1 | $1.02M | Buy |
12,677
+3,127
| +33% | +$251K | 0.14% | 171 |
|
|
2015
Q4 | $760K | Buy |
9,550
+2,528
| +36% | +$202K | 0.11% | 224 |
|
|
2015
Q3 | $565K | Buy |
7,022
+2,574
| +58% | +$206K | 0.09% | 262 |
|
|
2015
Q2 | $357K | Sell |
4,448
-945
| -18% | -$75.9K | 0.05% | 433 |
|
|
2015
Q1 | $434K | Sell |
5,393
-1,760
| -25% | -$141K | 0.06% | 390 |
|
|
2014
Q4 | $572K | Buy |
+7,153
| New | +$574K | 0.08% | 310 |
|
Other funds holding BSV
AF
Sigma Planning Corp's BSV Position: Q2 2026 in Review
Sigma Planning Corp increased its Vanguard Short-Term Bond ETF (BSV) stake by 22% in Q2 2026, buying an estimated $906K and bringing the position to 64,719 shares worth $5.04M. The position accounts for 0.13% of the portfolio, ranked #172.
Sigma Planning Corp first reported a position in BSV in Q4 2014 and has held it in 47 quarters since. The position peaked at $7.04M in Q4 2021. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.
- Sigma Planning Corp held 64,719 shares of Vanguard Short-Term Bond ETF worth $5.04M as of Q2 2026.
- Sigma Planning Corp bought 11,613 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $906K.
- Vanguard Short-Term Bond ETF made up 0.13% of Sigma Planning Corp's portfolio in Q2 2026, its #172 holding.
- Sigma Planning Corp first reported a position in Vanguard Short-Term Bond ETF in Q4 2014 and has held it in 47 quarters since.
- Sigma Planning Corp's Vanguard Short-Term Bond ETF position peaked at $7.04M in Q4 2021.
- 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.
Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.