Balboa Wealth Partners’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History
Bought
Maintained
Sold
Other funds holding VGSH
OWM
Balboa Wealth Partners's VGSH Position: Q1 2026 in Review
Balboa Wealth Partners reduced its Vanguard Short-Term Treasury ETF (VGSH) stake by 15% in Q1 2026, selling an estimated $562K and leaving 56,281 shares worth $3.29M. The position accounts for 0.55% of the portfolio, ranked #33.
Balboa Wealth Partners first reported a position in VGSH in Q3 2022 and has held it in 15 quarters since. The position peaked at $3.87M in Q4 2025. 1,050 funds tracked by Wall St. Rank hold VGSH as of Q1 2026.
- Balboa Wealth Partners held 56,281 shares of Vanguard Short-Term Treasury ETF worth $3.29M as of Q1 2026.
- Balboa Wealth Partners sold 9,566 Vanguard Short-Term Treasury ETF shares in Q1 2026, an estimated $562K.
- Vanguard Short-Term Treasury ETF made up 0.55% of Balboa Wealth Partners's portfolio in Q1 2026, its #33 holding.
- Balboa Wealth Partners first reported a position in Vanguard Short-Term Treasury ETF in Q3 2022 and has held it in 15 quarters since.
- Balboa Wealth Partners's Vanguard Short-Term Treasury ETF position peaked at $3.87M in Q4 2025.
- 1,050 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2026.
Based on Balboa Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.