Coastwise Capital Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Coastwise Capital Group’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	$287K	Sell	3,681 -27	-0.7%	-$2.11K	0.17%	114
2026 Q1	$291K	Sell	3,708 -280	-7%	-$22K	0.16%	109
2025 Q4	$314K	Buy	3,988 +145	+4%	+$11.4K	0.16%	117
2025 Q3	$303K	Buy	3,843 +1,139	+42%	+$89.6K	0.21%	97
2025 Q2	$213K	Buy	+2,704	New	+$211K	0.17%	114
2024 Q2	–	Sell	-3,125	Closed	-$240K	–	116
2024 Q1	$240K	Buy	3,125 +54	+2%	+$4.14K	0.22%	105
2023 Q4	$237K	Sell	3,071 -32	-1%	-$2.42K	0.24%	97
2023 Q3	$233K	Sell	3,103 -1,002	-24%	-$75.5K	0.27%	97
2023 Q2	$310K	Sell	4,105 -370	-8%	-$28.2K	0.35%	80
2023 Q1	$342K	Buy	4,475 +993	+29%	+$75.2K	0.39%	74
2022 Q4	$262K	Buy	+3,482	New	+$261K	0.31%	90

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

Coastwise Capital Group's BSV Position: Q2 2026 in Review

Coastwise Capital Group reduced its Vanguard Short-Term Bond ETF (BSV) stake by 0.73% in Q2 2026, selling an estimated $2.11K and leaving 3,681 shares worth $287K. The position accounts for 0.17% of the portfolio, ranked #114.

Coastwise Capital Group first reported a position in BSV in Q4 2022 and has held it in 11 quarters since. The position peaked at $342K in Q1 2023. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Coastwise Capital Group held 3,681 shares of Vanguard Short-Term Bond ETF worth $287K as of Q2 2026.
Coastwise Capital Group sold 27 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $2.11K.
Vanguard Short-Term Bond ETF made up 0.17% of Coastwise Capital Group's portfolio in Q2 2026, its #114 holding.
Coastwise Capital Group first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and has held it in 11 quarters since.
Coastwise Capital Group's Vanguard Short-Term Bond ETF position peaked at $342K in Q1 2023.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.