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Sunbelt Securities’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Sunbelt Securities’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 		$145K Buy
1,852
+20
+1% +$1.57K 0.01% 728
2025
Q4 		$144K Hold
1,832
– – 0.01% 722
2025
Q3 		$145K Buy
1,832
+349
+24% +$27.4K 0.01% 731
2025
Q2 		$115K Buy
1,483
+313
+27% +$24.5K 0.01% 738
2025
Q1 		$91.6K Sell
1,170
-313
-21% -$24.3K 0.01% 754
2024
Q4 		$115K Sell
1,483
-7,071
-83% -$549K 0.01% 737
2024
Q3 		$673K Buy
8,554
+6,549
+327% +$510K 0.07% 283
2024
Q2 		$154K Buy
2,005
+41
+2% +$3.13K 0.02% 634
2024
Q1 		$151K Buy
1,964
+88
+5% +$6.75K 0.02% 612
2023
Q4 		$144K Sell
1,876
-210
-10% -$15.9K 0.02% 577
2023
Q3 		$157K Sell
2,086
-794
-28% -$59.9K 0.02% 545
2023
Q2 		$218K Buy
2,880
+2,577
+850% +$196K 0.03% 447
2023
Q1 		$23.1K Buy
+303
New +$23K ﹤0.01% 921
2021
Q2 		– Sell
-5,269
Closed -$433K – 447
2021
Q1 		$433K Sell
5,269
-15
-0.3% -$1.24K 0.09% 265
2020
Q4 		$438K Buy
+5,284
New +$438K 0.09% 249
2020
Q2 		– Sell
-29,398
Closed -$2.39M – 310
2020
Q1 		$2.39M Buy
29,398
+19,194
+188% +$1.56M 0.1% 86
2019
Q4 		$799K Buy
+10,204
New +$824K 0.08% 229
2018
Q2 		– Sell
-2,813
Closed -$221K – 217
2018
Q1 		$221K Buy
+2,813
New +$221K 0.2% 166

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $1.89T AUM 35.08% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sunbelt Securities's BSV Position: Q1 2026 in Review

Sunbelt Securities increased its Vanguard Short-Term Bond ETF (BSV) stake by 1.1% in Q1 2026, buying an estimated $1.57K and bringing the position to 1,852 shares worth $145K. The position accounts for 0.01% of the portfolio, ranked #728.

Sunbelt Securities first reported a position in BSV in Q1 2018 and has held it in 18 quarters since. The position peaked at $2.39M in Q1 2020. 1,338 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Sunbelt Securities held 1,852 shares of Vanguard Short-Term Bond ETF worth $145K as of Q1 2026.
  • Sunbelt Securities bought 20 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $1.57K.
  • Vanguard Short-Term Bond ETF made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #728 holding.
  • Sunbelt Securities first reported a position in Vanguard Short-Term Bond ETF in Q1 2018 and has held it in 18 quarters since.
  • Sunbelt Securities's Vanguard Short-Term Bond ETF position peaked at $2.39M in Q1 2020.
  • 1,338 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.