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Your Advocates Ltd’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Your Advocates Ltd’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 		$17.4M Buy
223,762
+11,919
+6% +$930K 4.98% 8
2026
Q1 		$16.6M Buy
211,843
+11,079
+6% +$872K 5.07% 9
2025
Q4 		$15.8M Buy
200,764
+10,206
+5% +$805K 5.16% 9
2025
Q3 		$15M Buy
190,558
+6,498
+4% +$511K 5.04% 9
2025
Q2 		$14.5M Buy
184,060
+3,033
+2% +$237K 5.21% 9
2025
Q1 		$14.2M Buy
181,027
+2,718
+2% +$211K 5.44% 9
2024
Q4 		$13.8M Buy
178,309
+4,643
+3% +$360K 5.48% 8
2024
Q3 		$13.7M Buy
173,666
+1,562
+0.9% +$122K 5.37% 9
2024
Q2 		$13.2M Buy
172,104
+18,100
+12% +$1.38M 5.54% 8
2024
Q1 		$11.8M Sell
154,004
-9,784
-6% -$751K 4.98% 8
2023
Q4 		$12.6M Sell
163,788
-12,311
-7% -$932K 5.08% 8
2023
Q3 		$13.2M Buy
176,099
+1,399
+0.8% +$105K 7.9% 5
2023
Q2 		$13.2M Buy
174,700
+12,809
+8% +$976K 6.77% 6
2023
Q1 		$12.4M Sell
161,891
-3,531
-2% -$268K 6.79% 7
2022
Q4 		$12.5M Sell
165,422
-1,835
-1% -$138K 7.19% 5
2022
Q3 		$12.5M Sell
167,257
-6,181
-4% -$472K 7.5% 5
2022
Q2 		$13.3M Buy
173,438
+3,188
+2% +$246K 7.88% 3
2022
Q1 		$13.3M Buy
170,250
+4,795
+3% +$381K 7.53% 4
2021
Q4 		$13.4M Buy
+165,455
New +$13.5M 7.56% 5
2020
Q3 		– Sell
-102,946
Closed -$8.56M – 142
2020
Q2 		$8.56M Buy
102,946
+14,570
+16% +$1.2M 5.93% 6
2020
Q1 		$7.26M Sell
88,376
-15,519
-15% -$1.26M 6.27% 10
2019
Q4 		$8.38M Buy
+103,895
New +$8.38M 6.62% 7

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

Your Advocates Ltd's BSV Position: Q2 2026 in Review

Your Advocates Ltd increased its Vanguard Short-Term Bond ETF (BSV) stake by 5.6% in Q2 2026, buying an estimated $930K and bringing the position to 223,762 shares worth $17.4M. The position accounts for 4.98% of the portfolio, ranked #8.

Your Advocates Ltd first reported a position in BSV in Q4 2019 and has held it in 22 quarters since. 1,356 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Your Advocates Ltd held 223,762 shares of Vanguard Short-Term Bond ETF worth $17.4M as of Q2 2026.
  • Your Advocates Ltd bought 11,919 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $930K.
  • Vanguard Short-Term Bond ETF made up 4.98% of Your Advocates Ltd's portfolio in Q2 2026, its #8 holding.
  • Your Advocates Ltd first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and has held it in 22 quarters since.
  • 1,356 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Your Advocates Ltd's 13F filing for Q2 2026, filed 5 Aug 2026.