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

Cherry Tree 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	$10.8M	Buy	141,493 +903	+0.6%	+$69.8K	2.04%	15
2026 Q2	$11M	Buy	140,590 +7,150	+5%	+$558K	2.06%	15
2026 Q1	$10.5M	Buy	133,440 +3,884	+3%	+$306K	2.21%	14
2025 Q4	$10.2M	Buy	129,556 +9,685	+8%	+$764K	2.16%	15
2025 Q3	$9.46M	Buy	119,871 +6,762	+6%	+$532K	2.08%	15
2025 Q2	$8.9M	Sell	113,109 -1,486	-1%	-$116K	2.07%	15
2025 Q1	$8.97M	Buy	114,595 +4,339	+4%	+$337K	2.16%	13
2024 Q4	$8.52M	Sell	110,256 -5,478	-5%	-$425K	2.11%	13
2024 Q3	$9.11M	Sell	115,734 -4,310	-4%	-$336K	2.16%	14
2024 Q2	$9.21M	Buy	120,044 +4,518	+4%	+$345K	2.31%	12
2024 Q1	$8.86M	Buy	115,526 +1,882	+2%	+$144K	2.23%	13
2023 Q4	$8.75M	Sell	113,644 -196	-0.2%	-$14.8K	2.34%	12
2023 Q3	$8.56M	Sell	113,840 -6,970	-6%	-$525K	2.51%	13
2023 Q2	$9.13M	Buy	+120,810	New	+$9.21M	2.66%	13

Other funds holding BSV

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

RS Crum Inc Newport Beach, California $534M AUM 14.22% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 1-Year Est. Return

Cherry Tree Wealth Management's BSV Position: Q3 2026 in Review

Cherry Tree Wealth Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.64% in Q3 2026, buying an estimated $69.8K and bringing the position to 141,493 shares worth $10.8M. The position accounts for 2.04% of the portfolio, ranked #15.

Cherry Tree Wealth Management first reported a position in BSV in Q2 2023 and has held it in 14 quarters since. The position peaked at $11M in Q2 2026. 554 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

Cherry Tree Wealth Management held 141,493 shares of Vanguard Short-Term Bond ETF worth $10.8M as of Q3 2026.
Cherry Tree Wealth Management bought 903 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $69.8K.
Vanguard Short-Term Bond ETF made up 2.04% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #15 holding.
Cherry Tree Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q2 2023 and has held it in 14 quarters since.
Cherry Tree Wealth Management's Vanguard Short-Term Bond ETF position peaked at $11M in Q2 2026.
554 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.