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 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 Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WBI Investments's BSV Position: Q1 2026 in Review

WBI Investments opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q1 2026: 7,238 shares worth $568K. The stake represents 0.16% of the portfolio and ranks #173 among its holdings. This is a return to the name: WBI Investments previously reported a position in BSV as recently as Q3 2018.

WBI Investments first reported a position in BSV in Q1 2018 and has held it in 4 quarters since. The position peaked at $12.2M in Q2 2018. 1,333 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

WBI Investments held 7,238 shares of Vanguard Short-Term Bond ETF worth $568K as of Q1 2026.
Vanguard Short-Term Bond ETF was a new WBI Investments position in Q1 2026.
Vanguard Short-Term Bond ETF made up 0.16% of WBI Investments's portfolio in Q1 2026, its #173 holding.
WBI Investments first reported a position in Vanguard Short-Term Bond ETF in Q1 2018 and has held it in 4 quarters since.
WBI Investments's Vanguard Short-Term Bond ETF position peaked at $12.2M in Q2 2018.
1,333 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.