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

ClientFirst 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	$348K	Hold	4,437	–	–	0.29%	33
2025 Q4	$350K	Sell	4,437 -2,000	-31%	-$158K	0.28%	31
2025 Q3	$508K	Hold	6,437	–	–	0.41%	26
2025 Q2	$507K	Hold	6,437	–	–	0.52%	22
2025 Q1	$504K	Hold	6,437	–	–	0.57%	19
2024 Q4	$497K	Buy	+6,437	New	+$500K	0.5%	18
2023 Q3	$485K	Buy	6,437 +2,964	+85%	+$223K	0.59%	17
2023 Q2	$263K	Buy	+3,473	New	+$265K	0.31%	23

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

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

ClientFirst Wealth Management held its Vanguard Short-Term Bond ETF (BSV) position steady in Q1 2026 at 4,437 shares worth $348K. The position accounts for 0.29% of the portfolio, ranked #33.

ClientFirst Wealth Management first reported a position in BSV in Q2 2023 and has held it in 8 quarters since. The position peaked at $508K in Q3 2025. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

ClientFirst Wealth Management held 4,437 shares of Vanguard Short-Term Bond ETF worth $348K as of Q1 2026.
ClientFirst Wealth Management left its Vanguard Short-Term Bond ETF share count unchanged in Q1 2026.
Vanguard Short-Term Bond ETF made up 0.29% of ClientFirst Wealth Management's portfolio in Q1 2026, its #33 holding.
ClientFirst Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q2 2023 and has held it in 8 quarters since.
ClientFirst Wealth Management's Vanguard Short-Term Bond ETF position peaked at $508K in Q3 2025.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on ClientFirst Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.