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

Cedar 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	–	Sell	-582	Closed	-$45.9K	–	116
2025 Q4	$45.9K	Hold	582	–	–	0.01%	125
2025 Q3	$45.9K	Buy	582 +4	+0.7%	+$315	0.01%	126
2025 Q2	$45.5K	Buy	+578	New	+$45.2K	0.02%	122
2024 Q4	–	Sell	-450	Closed	-$35.4K	–	197
2024 Q3	$35.4K	Buy	450 +92	+26%	+$7.17K	0.01%	169
2024 Q2	$27.5K	Buy	358 +282	+371%	+$21.5K	0.01%	190
2024 Q1	$5.83K	Sell	76 -1	-1%	-$77	﹤0.01%	279
2023 Q4	$5.93K	Buy	77 +6	+8%	+$454	﹤0.01%	237
2023 Q3	$5.34K	Sell	71 -510	-88%	-$38.4K	﹤0.01%	246
2023 Q2	$43.9K	Buy	581 +580	+58,000%	+$44.2K	0.02%	163
2023 Q1	$76	Buy	+1	New	+$76	﹤0.01%	298

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

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 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

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

Cedar Wealth Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2026, closing a stake of 582 shares — an estimated $45.9K sold.

Cedar Wealth Management first reported a position in BSV in Q1 2023 and held it in 10 quarters. The position peaked at $45.9K in Q3 2025. 1,338 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Cedar Wealth Management reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
Cedar Wealth Management sold 582 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $45.9K.
Cedar Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2023 and held it in 10 quarters.
Cedar Wealth Management's Vanguard Short-Term Bond ETF position peaked at $45.9K in Q3 2025.
1,338 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Cedar Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.