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

Barnes Wealth Management Group’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 		$520K Sell
6,670
-121
-2% -$9.44K 0.24% 102
2026
Q1 		$533K Buy
6,791
+1,323
+24% +$104K 0.27% 95
2025
Q4 		$431K Sell
5,468
-285
-5% -$22.5K 0.23% 95
2025
Q3 		$454K Sell
5,753
-114
-2% -$8.96K 0.25% 91
2025
Q2 		$462K Sell
5,867
-349
-6% -$27.3K 0.27% 86
2025
Q1 		$487K Sell
6,216
-1,827
-23% -$142K 0.31% 74
2024
Q4 		$621K Buy
+8,043
New +$624K 0.42% 60

Other funds holding BSV

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Barnes Wealth Management Group's BSV Position: Q2 2026 in Review

Barnes Wealth Management Group reduced its Vanguard Short-Term Bond ETF (BSV) stake by 1.8% in Q2 2026, selling an estimated $9.44K and leaving 6,670 shares worth $520K. The position accounts for 0.24% of the portfolio, ranked #102.

Barnes Wealth Management Group first reported a position in BSV in Q4 2024 and has held it in 7 quarters since. The position peaked at $621K in Q4 2024. 585 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Barnes Wealth Management Group held 6,670 shares of Vanguard Short-Term Bond ETF worth $520K as of Q2 2026.
  • Barnes Wealth Management Group sold 121 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $9.44K.
  • Vanguard Short-Term Bond ETF made up 0.24% of Barnes Wealth Management Group's portfolio in Q2 2026, its #102 holding.
  • Barnes Wealth Management Group first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Barnes Wealth Management Group's Vanguard Short-Term Bond ETF position peaked at $621K in Q4 2024.
  • 585 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.