Collaborative Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Bought
Maintained
Sold
Other funds holding BSV
AF
Collaborative Wealth Management's BSV Position: Q2 2026 in Review
Collaborative Wealth Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 0.28% in Q2 2026, selling an estimated $702 and leaving 3,179 shares worth $248K. The position accounts for 0.1% of the portfolio, ranked #142.
Collaborative Wealth Management first reported a position in BSV in Q1 2021 and has held it in 4 quarters since. The position peaked at $261K in Q4 2021. 1,356 funds tracked by Wall St. Rank hold BSV as of Q2 2026.
- Collaborative Wealth Management held 3,179 shares of Vanguard Short-Term Bond ETF worth $248K as of Q2 2026.
- Collaborative Wealth Management sold 9 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $702.
- Vanguard Short-Term Bond ETF made up 0.1% of Collaborative Wealth Management's portfolio in Q2 2026, its #142 holding.
- Collaborative Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2021 and has held it in 4 quarters since.
- Collaborative Wealth Management's Vanguard Short-Term Bond ETF position peaked at $261K in Q4 2021.
- 1,356 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.
Based on Collaborative Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.