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

Soltis 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 		$2.32M Buy
29,618
+123
+0.4% +$9.68K 0.15% 139
2025
Q4 		$2.32M Buy
29,495
+240
+0.8% +$18.9K 0.15% 131
2025
Q3 		$2.31M Buy
29,255
+1,642
+6% +$129K 0.16% 131
2025
Q2 		$2.17M Buy
27,613
+1,440
+6% +$113K 0.17% 124
2025
Q1 		$2.05M Buy
26,173
+691
+3% +$53.6K 0.18% 120
2024
Q4 		$1.97M Buy
25,482
+11,003
+76% +$854K 0.18% 125
2024
Q3 		$1.14M Sell
14,479
-7,872
-35% -$613K 0.11% 145
2024
Q2 		$1.71M Buy
22,351
+5,432
+32% +$414K 0.18% 124
2024
Q1 		$1.3M Buy
16,919
+6,131
+57% +$470K 0.15% 139
2023
Q4 		$831K Buy
10,788
+2,219
+26% +$168K 0.09% 150
2023
Q3 		$644K Buy
8,569
+2,199
+35% +$166K 0.08% 157
2023
Q2 		$481K Sell
6,370
-436
-6% -$33.2K 0.06% 175
2023
Q1 		$521K Sell
6,806
-2,016
-23% -$153K 0.07% 171
2022
Q4 		$664K Sell
8,822
-4,769
-35% -$358K 0.09% 144
2022
Q3 		$1.02M Buy
13,591
+202
+2% +$15.4K 0.15% 124
2022
Q2 		$1.03M Buy
13,389
+42
+0.3% +$3.24K 0.15% 124
2022
Q1 		$1.04M Sell
13,347
-956
-7% -$75.9K 0.14% 127
2021
Q4 		$1.16M Buy
14,303
+4,052
+40% +$330K 0.16% 123
2021
Q3 		$840K Sell
10,251
-793
-7% -$65.2K 0.13% 128
2021
Q2 		$907K Sell
11,044
-2,001
-15% -$165K 0.14% 119
2021
Q1 		$1.07M Buy
13,045
+680
+5% +$56.1K 0.2% 98
2020
Q4 		$1.02M Buy
12,365
+695
+6% +$57.6K 0.19% 90
2020
Q3 		$969K Buy
11,670
+2,664
+30% +$221K 0.23% 81
2020
Q2 		$749K Buy
9,006
+1,513
+20% +$125K 0.19% 85
2020
Q1 		$616K Sell
7,493
-51,262
-87% -$4.16M 0.19% 64
2019
Q4 		$4.74M Buy
+58,755
New +$4.74M 0.91% 25

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

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

Soltis Investment Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.42% in Q1 2026, buying an estimated $9.68K and bringing the position to 29,618 shares worth $2.32M. The position accounts for 0.15% of the portfolio, ranked #139.

Soltis Investment Advisors first reported a position in BSV in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.74M in Q4 2019. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Soltis Investment Advisors held 29,618 shares of Vanguard Short-Term Bond ETF worth $2.32M as of Q1 2026.
  • Soltis Investment Advisors bought 123 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $9.68K.
  • Vanguard Short-Term Bond ETF made up 0.15% of Soltis Investment Advisors's portfolio in Q1 2026, its #139 holding.
  • Soltis Investment Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and has held it in 26 quarters since.
  • Soltis Investment Advisors's Vanguard Short-Term Bond ETF position peaked at $4.74M in Q4 2019.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.