Coston McIsaac & Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Coston McIsaac & Partners’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	$7K	Buy	+97	New	+$7.57K	﹤0.01%	632
2026 Q1	–	Sell	-95	Closed	-$7K	–	839
2025 Q4	$7K	Buy	95 +1	+1%	+$79	﹤0.01%	618
2025 Q3	$7K	Buy	94 +1	+1%	+$79	﹤0.01%	591
2025 Q2	$7K	Buy	93 +1	+1%	+$78	﹤0.01%	569
2025 Q1	$7K	Buy	92 +1	+1%	+$78	﹤0.01%	551
2024 Q4	$7K	Buy	91 +1	+1%	+$78	﹤0.01%	538
2024 Q3	$7K	Hold	90	–	–	﹤0.01%	551
2024 Q2	$6K	Buy	90 +1	+1%	+$76	﹤0.01%	535
2024 Q1	$6K	Buy	89 +1	+1%	+$77	﹤0.01%	544
2023 Q4	$6K	Sell	88 -27	-23%	-$2.04K	﹤0.01%	537
2023 Q3	$8K	Buy	115 +88	+326%	+$6.63K	﹤0.01%	489
2023 Q2	$2K	Sell	27 -114	-81%	-$8.69K	﹤0.01%	680
2023 Q1	$10K	Buy	141 +1	+0.7%	+$76	﹤0.01%	489
2022 Q4	$10K	Hold	140	–	–	﹤0.01%	495
2022 Q3	$10K	Hold	140	–	–	﹤0.01%	421
2022 Q2	$11K	Buy	+140	New	+$10.8K	0.01%	264

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

Coston McIsaac & Partners's BSV Position: Q2 2026 in Review

Coston McIsaac & Partners opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q2 2026: 97 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #632 among its holdings. This is a return to the name: Coston McIsaac & Partners previously reported a position in BSV as recently as Q4 2025.

Coston McIsaac & Partners first reported a position in BSV in Q2 2022 and has held it in 16 quarters since. The position peaked at $11K in Q2 2022. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Coston McIsaac & Partners held 97 shares of Vanguard Short-Term Bond ETF worth $7K as of Q2 2026.
Vanguard Short-Term Bond ETF was a new Coston McIsaac & Partners position in Q2 2026.
Vanguard Short-Term Bond ETF made up ﹤0.01% of Coston McIsaac & Partners's portfolio in Q2 2026, its #632 holding.
Coston McIsaac & Partners first reported a position in Vanguard Short-Term Bond ETF in Q2 2022 and has held it in 16 quarters since.
Coston McIsaac & Partners's Vanguard Short-Term Bond ETF position peaked at $11K in Q2 2022.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.