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

Accurate 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
2026 Q2	$273K	Buy	+3,517	New	+$274K	0.03%	479
2025 Q2	–	Sell	-3,709	Closed	-$288K	–	445
2025 Q1	$288K	Buy	3,709 +681	+22%	+$52.9K	0.06%	294
2024 Q4	$233K	Sell	3,028 -16	-0.5%	-$1.24K	0.04%	340
2024 Q3	$237K	Sell	3,044 -376	-11%	-$29.3K	0.05%	331
2024 Q2	$264K	Buy	+3,420	New	+$261K	0.06%	256
2023 Q4	–	Sell	-2,904	Closed	-$217K	–	274
2023 Q3	$217K	Sell	2,904 -2,449	-46%	-$185K	0.07%	247
2023 Q2	$405K	Buy	5,353 +1,844	+53%	+$141K	0.13%	164
2023 Q1	$268K	Sell	3,509 -1,419	-29%	-$108K	0.09%	205
2022 Q4	$374K	Sell	4,928 -7,042	-59%	-$528K	0.14%	132
2022 Q3	$1.1M	Buy	11,970 +6,830	+133%	+$522K	0.46%	49
2022 Q2	$395K	Sell	5,140 -1,021	-17%	-$78.7K	0.21%	93
2022 Q1	$480K	Buy	+6,161	New	+$489K	0.22%	94

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Accurate Wealth Management's BSV Position: Q2 2026 in Review

Accurate Wealth Management opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q2 2026: 3,517 shares worth $273K. The stake represents 0.03% of the portfolio and ranks #479 among its holdings. This is a return to the name: Accurate Wealth Management previously reported a position in BSV as recently as Q1 2025.

Accurate Wealth Management first reported a position in BSV in Q1 2022 and has held it in 12 quarters since. The position peaked at $1.1M in Q3 2022. 1,360 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Accurate Wealth Management held 3,517 shares of Vanguard Short-Term Bond ETF worth $273K as of Q2 2026.
Vanguard Short-Term Bond ETF was a new Accurate Wealth Management position in Q2 2026.
Vanguard Short-Term Bond ETF made up 0.03% of Accurate Wealth Management's portfolio in Q2 2026, its #479 holding.
Accurate Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2022 and has held it in 12 quarters since.
Accurate Wealth Management's Vanguard Short-Term Bond ETF position peaked at $1.1M in Q3 2022.
1,360 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.