Apex Wealth Management
BSV icon

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

Apex 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
Q3 		– Sell
-60,281
Closed -$4.7M – 63
2026
Q2 		$4.7M Sell
60,281
-3,076
-5% -$240K 2.87% 14
2026
Q1 		$4.97M Buy
+63,357
New +$4.99M 3.41% 11

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Creative Planning
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Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
True Link Financial Advisors
True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Willow Creek Wealth Management
Willow Creek Wealth Management Sebastopol, California $1.52B AUM
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Apex Wealth Management's BSV Position: Q3 2026 in Review

Apex Wealth Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2026, closing a stake of 60,281 shares — an estimated $4.7M sold.

Apex Wealth Management first reported a position in BSV in Q1 2026 and held it in 2 quarters. The position peaked at $4.97M in Q1 2026. 834 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

  • Apex Wealth Management reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Apex Wealth Management sold 60,281 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $4.7M.
  • Apex Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2026 and held it in 2 quarters.
  • Apex Wealth Management's Vanguard Short-Term Bond ETF position peaked at $4.97M in Q1 2026.
  • 834 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Apex Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.