Buck Wealth Strategies’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Buck Wealth Strategies’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	$517K	Sell	6,637 -1,423	-18%	-$111K	0.05%	122
2026 Q1	$632K	Sell	8,060 -524	-6%	-$41.3K	0.08%	94
2025 Q4	$677K	Sell	8,584 -1,177	-12%	-$92.9K	0.09%	91
2025 Q3	$770K	Sell	9,761 -31	-0.3%	-$2.44K	0.11%	93
2025 Q2	$771K	Buy	9,792 +3,935	+67%	+$308K	0.12%	86
2025 Q1	$458K	Buy	+5,857	New	+$455K	0.08%	91

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Buck Wealth Strategies's BSV Position: Q2 2026 in Review

Buck Wealth Strategies reduced its Vanguard Short-Term Bond ETF (BSV) stake by 18% in Q2 2026, selling an estimated $111K and leaving 6,637 shares worth $517K. The position accounts for 0.05% of the portfolio, ranked #122.

Buck Wealth Strategies first reported a position in BSV in Q1 2025 and has held it in 6 quarters since. The position peaked at $771K in Q2 2025. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Buck Wealth Strategies held 6,637 shares of Vanguard Short-Term Bond ETF worth $517K as of Q2 2026.
Buck Wealth Strategies sold 1,423 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $111K.
Vanguard Short-Term Bond ETF made up 0.05% of Buck Wealth Strategies's portfolio in Q2 2026, its #122 holding.
Buck Wealth Strategies first reported a position in Vanguard Short-Term Bond ETF in Q1 2025 and has held it in 6 quarters since.
Buck Wealth Strategies's Vanguard Short-Term Bond ETF position peaked at $771K in Q2 2025.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.