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

SRH 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 		$603K Hold
7,695
– – 0.17% 31
2025
Q4 		$606K Sell
7,695
-305
-4% -$24.1K 0.17% 30
2025
Q3 		$631K Hold
8,000
– – 0.18% 26
2025
Q2 		$630K Hold
8,000
– – 0.19% 25
2025
Q1 		$626K Sell
8,000
-2,000
-20% -$155K 0.19% 25
2024
Q4 		$773K Hold
10,000
– – 0.23% 28
2024
Q3 		$787K Hold
10,000
– – 0.24% 26
2024
Q2 		$767K Sell
10,000
-1,501
-13% -$115K 0.26% 26
2024
Q1 		$882K Hold
11,501
– – 0.28% 27
2023
Q4 		$886K Sell
11,501
-407
-3% -$30.8K 0.31% 24
2023
Q3 		$895K Hold
11,908
– – 0.44% 23
2023
Q2 		$911K Hold
11,908
– – 0.49% 25
2023
Q1 		$911K Hold
11,908
– – 0.49% 25
2022
Q4 		$896K Sell
11,908
-672
-5% -$50.4K 0.5% 24
2022
Q3 		$941K Sell
12,580
-1,200
-9% -$91.7K 1.22% 22
2022
Q2 		$1.06M Sell
13,780
-322
-2% -$24.8K 1.3% 19
2022
Q1 		$1.1M Buy
14,102
+700
+5% +$55.6K 1.22% 22
2021
Q4 		$1.08M Sell
13,402
-1,215
-8% -$98.8K 1.23% 22
2021
Q3 		$1.2M Hold
14,617
– – 1.46% 21
2021
Q2 		$1.2M Buy
14,617
+7,100
+94% +$584K 1.5% 19
2021
Q1 		$618K Buy
7,517
+5,153
+218% +$425K 0.88% 25
2020
Q4 		$196K Hold
2,364
– – 0.32% 47
2020
Q3 		$196K Hold
2,364
– – 0.38% 43
2020
Q2 		$197K Hold
2,364
– – 0.49% 39
2020
Q1 		$194K Hold
2,364
– – 0.54% 36
2019
Q4 		$191K Hold
2,364
– – 0.61% 37
2019
Q3 		$191K Hold
2,364
– – 0.64% 37
2019
Q2 		$190K Hold
2,364
– – 0.65% 38
2019
Q1 		$188K Sell
2,364
-800
-25% -$63.1K 0.67% 38
2018
Q4 		$249K Sell
3,164
-1,107
-26% -$86.3K 0.95% 22
2018
Q3 		$333K Sell
4,271
-470
-10% -$36.7K 1.14% 17
2018
Q2 		$371K Sell
4,741
-5
-0.1% -$391 1.39% 15
2018
Q1 		$372K Hold
4,746
– – 1.48% 15
2017
Q4 		$375K Hold
4,746
– – 1.48% 15
2017
Q3 		$379K Buy
4,746
+452
+11% +$36.1K 1.61% 14
2017
Q2 		$343K Buy
4,294
+115
+3% +$9.19K 1.63% 15
2017
Q1 		$333K Sell
4,179
-150
-3% -$11.9K 1.55% 15
2016
Q4 		$344K Hold
4,329
– – 1.71% 15
2016
Q3 		$350K Buy
4,329
+185
+4% +$15K 1.83% 15
2016
Q2 		$336K Buy
4,144
+609
+17% +$49.1K 1.79% 14
2016
Q1 		$285K Buy
3,535
+445
+14% +$35.7K 1.57% 14
2015
Q4 		$246K Buy
3,090
+100
+3% +$8K 1.45% 16
2015
Q3 		$240K Buy
2,990
+560
+23% +$44.9K 1.41% 15
2015
Q2 		$195K Hold
2,430
– – 1.23% 17
2015
Q1 		$196K Hold
2,430
– – 1.3% 15
2014
Q4 		$194K Hold
2,430
– – 1.32% 15
2014
Q3 		$195K Hold
2,430
– – 1.5% 15
2014
Q2 		$195K Hold
2,430
– – 1.54% 17
2014
Q1 		$195K Sell
2,430
-1,800
-43% -$144K 1.56% 15
2013
Q4 		$338K Buy
+4,230
New +$340K 3.33% 8

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

SRH Advisors's BSV Position: Q1 2026 in Review

SRH Advisors held its Vanguard Short-Term Bond ETF (BSV) position steady in Q1 2026 at 7,695 shares worth $603K. The position accounts for 0.17% of the portfolio, ranked #31.

SRH Advisors first reported a position in BSV in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.2M in Q2 2021. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • SRH Advisors held 7,695 shares of Vanguard Short-Term Bond ETF worth $603K as of Q1 2026.
  • SRH Advisors left its Vanguard Short-Term Bond ETF share count unchanged in Q1 2026.
  • Vanguard Short-Term Bond ETF made up 0.17% of SRH Advisors's portfolio in Q1 2026, its #31 holding.
  • SRH Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2013 and has held it in 50 quarters since.
  • SRH Advisors's Vanguard Short-Term Bond ETF position peaked at $1.2M in Q2 2021.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on SRH Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.