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WBI Investments’s Vanguard Short-Term Bond ETF BSV Stock Holding History

WBI Investments’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
Q2 		$483K Sell
6,195
-1,043
-14% -$81.4K 0.12% 201
2026
Q1 		$568K Buy
+7,238
New +$570K 0.16% 173
2018
Q4 		– Sell
-106,541
Closed -$8.31M – 110
2018
Q3 		$8.31M Sell
106,541
-49,246
-32% -$3.85M 0.45% 46
2018
Q2 		$12.2M Buy
155,787
+76,177
+96% +$5.95M 0.65% 41
2018
Q1 		$6.25M Buy
+79,610
New +$6.25M 0.32% 63

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

WBI Investments's BSV Position: Q2 2026 in Review

WBI Investments reduced its Vanguard Short-Term Bond ETF (BSV) stake by 14% in Q2 2026, selling an estimated $81.4K and leaving 6,195 shares worth $483K. The position accounts for 0.12% of the portfolio, ranked #201.

WBI Investments first reported a position in BSV in Q1 2018 and has held it in 5 quarters since. The position peaked at $12.2M in Q2 2018. 1,359 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • WBI Investments held 6,195 shares of Vanguard Short-Term Bond ETF worth $483K as of Q2 2026.
  • WBI Investments sold 1,043 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $81.4K.
  • Vanguard Short-Term Bond ETF made up 0.12% of WBI Investments's portfolio in Q2 2026, its #201 holding.
  • WBI Investments first reported a position in Vanguard Short-Term Bond ETF in Q1 2018 and has held it in 5 quarters since.
  • WBI Investments's Vanguard Short-Term Bond ETF position peaked at $12.2M in Q2 2018.
  • 1,359 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on WBI Investments's 13F filing for Q2 2026, filed 11 Aug 2026.