ABLE Financial Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

ABLE Financial Group’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	$734K	Sell	9,357 -105	-1%	-$8.27K	0.14%	109
2025 Q4	$746K	Sell	9,462 -507	-5%	-$40K	0.15%	102
2025 Q3	$787K	Sell	9,969 -27	-0.3%	-$2.12K	0.17%	92
2025 Q2	$787K	Hold	9,996	–	–	0.19%	92
2025 Q1	$782K	Hold	9,996	–	–	0.22%	81
2024 Q4	$772K	Sell	9,996 -1,608	-14%	-$125K	0.23%	80
2024 Q3	$913K	Sell	11,604 -260	-2%	-$20.3K	0.28%	64
2024 Q2	$910K	Buy	+11,864	New	+$905K	0.33%	55

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

ABLE Financial Group's BSV Position: Q1 2026 in Review

ABLE Financial Group reduced its Vanguard Short-Term Bond ETF (BSV) stake by 1.1% in Q1 2026, selling an estimated $8.27K and leaving 9,357 shares worth $734K. The position accounts for 0.14% of the portfolio, ranked #109.

ABLE Financial Group first reported a position in BSV in Q2 2024 and has held it in 8 quarters since. The position peaked at $913K in Q3 2024. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

ABLE Financial Group held 9,357 shares of Vanguard Short-Term Bond ETF worth $734K as of Q1 2026.
ABLE Financial Group sold 105 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $8.27K.
Vanguard Short-Term Bond ETF made up 0.14% of ABLE Financial Group's portfolio in Q1 2026, its #109 holding.
ABLE Financial Group first reported a position in Vanguard Short-Term Bond ETF in Q2 2024 and has held it in 8 quarters since.
ABLE Financial Group's Vanguard Short-Term Bond ETF position peaked at $913K in Q3 2024.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on ABLE Financial Group's 13F filing for Q1 2026, filed 21 Apr 2026.