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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
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

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cherry Tree Wealth Management's BSV Position: Q1 2026 in Review

Cherry Tree Wealth Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 3% in Q1 2026, buying an estimated $306K and bringing the position to 133,440 shares worth $10.5M. The position accounts for 2.21% of the portfolio, ranked #14.

Cherry Tree Wealth Management first reported a position in BSV in Q2 2023 and has held it in 12 quarters since. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Cherry Tree Wealth Management held 133,440 shares of Vanguard Short-Term Bond ETF worth $10.5M as of Q1 2026.
  • Cherry Tree Wealth Management bought 3,884 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $306K.
  • Vanguard Short-Term Bond ETF made up 2.21% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #14 holding.
  • Cherry Tree Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q2 2023 and has held it in 12 quarters since.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.