Braun-Bostich & Associates’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Braun-Bostich & Associates’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	–	Sell	-2,604	Closed	-$205K	–	130
2025 Q4	$205K	Buy	+2,604	New	+$205K	0.13%	123
2022 Q4	–	Sell	-6,570	Closed	-$492K	–	60
2022 Q3	$492K	Sell	6,570 -2,722	-29%	-$208K	1.51%	25
2022 Q2	$714K	Sell	9,292 -5,123	-36%	-$395K	1.86%	20
2022 Q1	$1.12M	Buy	+14,415	New	+$1.14M	2.42%	15
2021 Q4	–	Sell	-28,592	Closed	-$2.34M	–	110
2021 Q3	$2.34M	Sell	28,592 -338	-1%	-$27.8K	4.41%	5
2021 Q2	$2.38M	Buy	28,930 +16,261	+128%	+$1.34M	4.33%	3
2021 Q1	$1.04M	Buy	12,669 +1,446	+13%	+$119K	2%	16
2020 Q4	$930K	Buy	+11,223	New	+$930K	1.87%	20

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Braun-Bostich & Associates's BSV Position: Q1 2026 in Review

Braun-Bostich & Associates sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2026, closing a stake of 2,604 shares — an estimated $205K sold.

Braun-Bostich & Associates first reported a position in BSV in Q4 2020 and held it in 8 quarters. The position peaked at $2.38M in Q2 2021. 1,335 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Braun-Bostich & Associates reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
Braun-Bostich & Associates sold 2,604 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $205K.
Braun-Bostich & Associates first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and held it in 8 quarters.
Braun-Bostich & Associates's Vanguard Short-Term Bond ETF position peaked at $2.38M in Q2 2021.
1,335 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Braun-Bostich & Associates's 13F filing for Q1 2026, filed 15 Apr 2026.