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Ashton Thomas Private Wealth’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Ashton Thomas Private Wealth’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 		$6.81M Buy
86,834
+34,427
+66% +$2.71M 0.16% 136
2025
Q4 		$4.13M Sell
52,407
-916
-2% -$72.3K 0.1% 201
2025
Q3 		$4.21M Buy
53,323
+9,128
+21% +$718K 0.11% 204
2025
Q2 		$3.48M Buy
44,195
+1,383
+3% +$108K 0.12% 188
2025
Q1 		$3.35M Buy
42,812
+1,728
+4% +$134K 0.13% 185
2024
Q4 		$3.17M Buy
41,084
+7,116
+21% +$552K 0.12% 199
2024
Q3 		$2.67M Buy
33,968
+641
+2% +$49.9K 0.14% 174
2024
Q2 		$2.56M Sell
33,327
-1,091
-3% -$83.2K 0.14% 163
2024
Q1 		$2.64M Sell
34,418
-15,362
-31% -$1.18M 0.15% 170
2023
Q4 		$3.83M Sell
49,780
-1,505
-3% -$114K 0.24% 117
2023
Q3 		$3.86M Sell
51,285
-720
-1% -$54.3K 0.28% 97
2023
Q2 		$3.93M Buy
52,005
+297
+0.6% +$22.6K 0.3% 86
2023
Q1 		$3.96M Buy
51,708
+5,421
+12% +$411K 0.35% 73
2022
Q4 		$3.48M Sell
46,287
-5,558
-11% -$417K 0.35% 75
2022
Q3 		$3.88M Sell
51,845
-215
-0.4% -$16.4K 0.44% 57
2022
Q2 		$4M Sell
52,060
-1,956
-4% -$151K 0.43% 59
2022
Q1 		$4.21M Buy
54,016
+22,868
+73% +$1.82M 0.37% 75
2021
Q4 		$2.52M Buy
31,148
+28,185
+951% +$2.29M 0.24% 109
2021
Q3 		$243K Buy
+2,963
New +$244K 0.04% 332

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ashton Thomas Private Wealth's BSV Position: Q1 2026 in Review

Ashton Thomas Private Wealth increased its Vanguard Short-Term Bond ETF (BSV) stake by 66% in Q1 2026, buying an estimated $2.71M and bringing the position to 86,834 shares worth $6.81M. The position accounts for 0.16% of the portfolio, ranked #136.

Ashton Thomas Private Wealth first reported a position in BSV in Q3 2021 and has held it in 19 quarters since. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Ashton Thomas Private Wealth held 86,834 shares of Vanguard Short-Term Bond ETF worth $6.81M as of Q1 2026.
  • Ashton Thomas Private Wealth bought 34,427 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $2.71M.
  • Vanguard Short-Term Bond ETF made up 0.16% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #136 holding.
  • Ashton Thomas Private Wealth first reported a position in Vanguard Short-Term Bond ETF in Q3 2021 and has held it in 19 quarters since.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.