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

Aventura 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
Q2 		$59.3K Sell
761
-64
-8% -$5K 0.02% 316
2026
Q1 		$64.7K Sell
825
-63
-7% -$4.96K 0.02% 281
2025
Q4 		$70K Sell
888
-212
-19% -$16.7K 0.03% 247
2025
Q3 		$86.8K Hold
1,100
– – 0.03% 234
2025
Q2 		$86.6K Sell
1,100
-64
-5% -$5K 0.04% 228
2025
Q1 		$91.1K Sell
1,164
-166
-12% -$12.9K 0.05% 198
2024
Q4 		$103K Buy
+1,330
New +$103K 0.06% 184

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Aventura Private Wealth's BSV Position: Q2 2026 in Review

Aventura Private Wealth reduced its Vanguard Short-Term Bond ETF (BSV) stake by 7.8% in Q2 2026, selling an estimated $5K and leaving 761 shares worth $59.3K. The position accounts for 0.02% of the portfolio, ranked #316.

Aventura Private Wealth first reported a position in BSV in Q4 2024 and has held it in 7 quarters since. The position peaked at $103K in Q4 2024. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Aventura Private Wealth held 761 shares of Vanguard Short-Term Bond ETF worth $59.3K as of Q2 2026.
  • Aventura Private Wealth sold 64 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $5K.
  • Vanguard Short-Term Bond ETF made up 0.02% of Aventura Private Wealth's portfolio in Q2 2026, its #316 holding.
  • Aventura Private Wealth first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's Vanguard Short-Term Bond ETF position peaked at $103K in Q4 2024.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

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