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Accredited Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Accredited Wealth Management’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
2025
Q3 		$2.94M Sell
6,403
-31,178
-83% -$2.45M 2.19% 13
2025
Q2 		$2.96M Sell
37,581
-1,298
-3% -$101K 2.4% 11
2025
Q1 		$3.04M Buy
38,879
+458
+1% +$35.6K 2.57% 10
2024
Q4 		$2.97M Buy
+38,421
New +$2.98M 2.6% 10

Other funds holding BSV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Accredited Wealth Management's BSV Position: Q3 2025 in Review

Accredited Wealth Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 83% in Q3 2025, selling an estimated $2.45M and leaving 6,403 shares worth $2.94M. The position accounts for 2.19% of the portfolio, ranked #13.

Accredited Wealth Management first reported a position in BSV in Q4 2024 and has held it in 4 quarters since. The position peaked at $3.04M in Q1 2025. 1,212 funds tracked by Wall St. Rank hold BSV as of Q3 2025.

  • Accredited Wealth Management held 6,403 shares of Vanguard Short-Term Bond ETF worth $2.94M as of Q3 2025.
  • Accredited Wealth Management sold 31,178 Vanguard Short-Term Bond ETF shares in Q3 2025, an estimated $2.45M.
  • Vanguard Short-Term Bond ETF made up 2.19% of Accredited Wealth Management's portfolio in Q3 2025, its #13 holding.
  • Accredited Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 4 quarters since.
  • Accredited Wealth Management's Vanguard Short-Term Bond ETF position peaked at $3.04M in Q1 2025.
  • 1,212 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.