Courage Miller Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Courage Miller 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 Q3	$4.31M	Buy	56,461 +623	+1%	+$48.2K	1.14%	19
2026 Q2	$4.35M	Buy	55,838 +710	+1%	+$55.4K	1.15%	19
2026 Q1	$4.32M	Buy	55,128 +263	+0.5%	+$20.7K	1.22%	19
2025 Q4	$4.32M	Buy	54,865 +583	+1%	+$46K	1.3%	18
2025 Q3	$4.28M	Buy	54,282 +197	+0.4%	+$15.5K	1.28%	18
2025 Q2	$4.26M	Sell	54,085 -3	-0%	-$235	1.35%	18
2025 Q1	$4.23M	Buy	54,088 +163	+0.3%	+$12.7K	1.43%	18
2024 Q4	$4.17M	Buy	53,925 +141	+0.3%	+$10.9K	1.43%	18
2024 Q3	$4.23M	Buy	53,784 +2,613	+5%	+$204K	1.42%	18
2024 Q2	$3.92M	Sell	51,171 -1,734	-3%	-$132K	1.41%	18
2024 Q1	$4.06M	Buy	52,905 +1,112	+2%	+$85.3K	1.4%	19
2023 Q4	$3.99M	Buy	51,793 +26,454	+104%	+$2M	1.51%	18
2023 Q3	$1.9M	Buy	+25,339	New	+$1.91M	0.78%	22

Other funds holding BSV

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

RS Crum Inc Newport Beach, California $534M AUM 14.22% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Martel Wealth Advisors Vancouver, Washington $638M AUM 6.56% 1-Year Est. Return

Courage Miller Partners's BSV Position: Q3 2026 in Review

Courage Miller Partners increased its Vanguard Short-Term Bond ETF (BSV) stake by 1.1% in Q3 2026, buying an estimated $48.2K and bringing the position to 56,461 shares worth $4.31M. The position accounts for 1.14% of the portfolio, ranked #19.

Courage Miller Partners first reported a position in BSV in Q3 2023 and has held it in 13 quarters since. The position peaked at $4.35M in Q2 2026. 573 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

Courage Miller Partners held 56,461 shares of Vanguard Short-Term Bond ETF worth $4.31M as of Q3 2026.
Courage Miller Partners bought 623 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $48.2K.
Vanguard Short-Term Bond ETF made up 1.14% of Courage Miller Partners's portfolio in Q3 2026, its #19 holding.
Courage Miller Partners first reported a position in Vanguard Short-Term Bond ETF in Q3 2023 and has held it in 13 quarters since.
Courage Miller Partners's Vanguard Short-Term Bond ETF position peaked at $4.35M in Q2 2026.
573 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Courage Miller Partners's 13F filing for Q3 2026, filed 21 Oct 2026.