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

Strategic 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 		$6.99M Buy
89,157
+39,550
+80% +$3.11M 0.48% 39
2025
Q4 		$3.91M Buy
49,607
+17,484
+54% +$1.38M 0.34% 51
2025
Q3 		$3.95M Sell
32,123
-20,102
-38% -$1.58M 0.36% 48
2025
Q2 		$4.11M Sell
52,225
-2,396
-4% -$187K 0.4% 41
2025
Q1 		$4.28M Sell
54,621
-942
-2% -$73.1K 0.45% 44
2024
Q4 		$4.29M Buy
55,563
+1,141
+2% +$88.6K 0.46% 42
2024
Q3 		$4.28M Buy
54,422
+914
+2% +$71.2K 0.47% 42
2024
Q2 		$4.1M Buy
53,508
+2,042
+4% +$156K 0.5% 39
2024
Q1 		$3.95M Buy
51,466
+5,849
+13% +$449K 0.51% 41
2023
Q4 		$3.51M Buy
45,617
+523
+1% +$39.6K 0.51% 43
2023
Q3 		$3.39M Sell
45,094
-41,564
-48% -$3.13M 0.56% 36
2023
Q2 		$6.55M Buy
86,658
+42,528
+96% +$3.24M 0.91% 21
2023
Q1 		$3.38M Sell
44,130
-1,085
-2% -$82.2K 0.61% 31
2022
Q4 		$3.4M Sell
45,215
-10,551
-19% -$792K 0.71% 31
2022
Q3 		$4.17M Sell
55,766
-28,259
-34% -$2.16M 0.94% 25
2022
Q2 		$6.45M Sell
84,025
-66
-0.1% -$5.08K 1.29% 18
2022
Q1 		$6.55M Buy
84,091
+5,735
+7% +$455K 1.24% 18
2021
Q4 		$6.33M Buy
78,356
+2,270
+3% +$185K 1.22% 21
2021
Q3 		$6.24M Buy
76,086
+1,835
+2% +$151K 1.37% 20
2021
Q2 		$6.1M Buy
74,251
+2,977
+4% +$245K 1.4% 20
2021
Q1 		$5.86M Buy
71,274
+6,639
+10% +$548K 1.52% 19
2020
Q4 		$5.36M Sell
64,635
-26,024
-29% -$2.16M 1.54% 18
2020
Q3 		$7.53M Buy
90,659
+9,440
+12% +$784K 2.54% 7
2020
Q2 		$6.75M Buy
81,219
+42,901
+112% +$3.55M 2.55% 5
2020
Q1 		$3.15M Buy
38,318
+5,097
+15% +$414K 1.45% 18
2019
Q4 		$2.68M Buy
33,221
+4,339
+15% +$350K 1.11% 25
2019
Q3 		$2.33M Buy
28,882
+4,514
+19% +$364K 1.12% 26
2019
Q2 		$1.96M Buy
24,368
+5,296
+28% +$422K 1.07% 27
2019
Q1 		$1.52M Buy
19,072
+2,406
+14% +$190K 1.04% 27
2018
Q4 		$1.31M Buy
+16,666
New +$1.3M 1.18% 26

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 $424B AUM 22.96% 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

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

Strategic Investment Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 80% in Q1 2026, buying an estimated $3.11M and bringing the position to 89,157 shares worth $6.99M. The position accounts for 0.48% of the portfolio, ranked #39.

Strategic Investment Advisors first reported a position in BSV in Q4 2018 and has held it in 30 quarters since. The position peaked at $7.53M in Q3 2020. 1,336 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Strategic Investment Advisors held 89,157 shares of Vanguard Short-Term Bond ETF worth $6.99M as of Q1 2026.
  • Strategic Investment Advisors bought 39,550 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $3.11M.
  • Vanguard Short-Term Bond ETF made up 0.48% of Strategic Investment Advisors's portfolio in Q1 2026, its #39 holding.
  • Strategic Investment Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2018 and has held it in 30 quarters since.
  • Strategic Investment Advisors's Vanguard Short-Term Bond ETF position peaked at $7.53M in Q3 2020.
  • 1,336 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.