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

BNC 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
Q1 		$240K Sell
3,064
-82
-3% -$6.46K 0.07% 94
2025
Q4 		$248K Buy
3,146
+274
+10% +$21.6K 0.06% 92
2025
Q3 		$227K Hold
2,872
– – 0.06% 97
2025
Q2 		$226K Buy
2,872
+255
+10% +$19.9K 0.07% 85
2025
Q1 		$205K Hold
2,617
– – 0.07% 94
2024
Q4 		$202K Buy
+2,617
New +$203K 0.07% 92

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

BNC Wealth Management's BSV Position: Q1 2026 in Review

BNC Wealth Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 2.6% in Q1 2026, selling an estimated $6.46K and leaving 3,064 shares worth $240K. The position accounts for 0.07% of the portfolio, ranked #94.

BNC Wealth Management first reported a position in BSV in Q4 2024 and has held it in 6 quarters since. The position peaked at $248K in Q4 2025. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • BNC Wealth Management held 3,064 shares of Vanguard Short-Term Bond ETF worth $240K as of Q1 2026.
  • BNC Wealth Management sold 82 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $6.46K.
  • Vanguard Short-Term Bond ETF made up 0.07% of BNC Wealth Management's portfolio in Q1 2026, its #94 holding.
  • BNC Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • BNC Wealth Management's Vanguard Short-Term Bond ETF position peaked at $248K in Q4 2025.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on BNC Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.