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 Q3	$235K	Buy	3,074 +10	+0.3%	+$773	0.05%	98
2026 Q2	$239K	Hold	3,064	–	–	0.06%	94
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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

BNC Wealth Management's BSV Position: Q3 2026 in Review

BNC Wealth Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.33% in Q3 2026, buying an estimated $773 and bringing the position to 3,074 shares worth $235K. The position accounts for 0.05% of the portfolio, ranked #98.

BNC Wealth Management first reported a position in BSV in Q4 2024 and has held it in 8 quarters since. The position peaked at $248K in Q4 2025. 895 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

BNC Wealth Management held 3,074 shares of Vanguard Short-Term Bond ETF worth $235K as of Q3 2026.
BNC Wealth Management bought 10 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $773.
Vanguard Short-Term Bond ETF made up 0.05% of BNC Wealth Management's portfolio in Q3 2026, its #98 holding.
BNC Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 8 quarters since.
BNC Wealth Management's Vanguard Short-Term Bond ETF position peaked at $248K in Q4 2025.
895 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on BNC Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.