Creative Capital Management Investments’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Creative Capital Management Investments’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	$45.4K	Sell	583 -154	-21%	-$12K	0.01%	170
2026 Q1	$57.8K	Hold	737	–	–	0.02%	110
2025 Q4	$58.1K	Hold	737	–	–	0.02%	110
2025 Q3	$58.2K	Buy	737 +82	+13%	+$6.45K	0.02%	109
2025 Q2	$51.5K	Hold	655	–	–	0.02%	113
2025 Q1	$51.3K	Hold	655	–	–	0.02%	105
2024 Q4	$50.6K	Hold	655	–	–	0.02%	102
2024 Q3	$51.5K	Buy	+655	New	+$51K	0.02%	92

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

Creative Capital Management Investments's BSV Position: Q2 2026 in Review

Creative Capital Management Investments reduced its Vanguard Short-Term Bond ETF (BSV) stake by 21% in Q2 2026, selling an estimated $12K and leaving 583 shares worth $45.4K. The position accounts for 0.01% of the portfolio, ranked #170.

Creative Capital Management Investments first reported a position in BSV in Q3 2024 and has held it in 8 quarters since. The position peaked at $58.2K in Q3 2025. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Creative Capital Management Investments held 583 shares of Vanguard Short-Term Bond ETF worth $45.4K as of Q2 2026.
Creative Capital Management Investments sold 154 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $12K.
Vanguard Short-Term Bond ETF made up 0.01% of Creative Capital Management Investments's portfolio in Q2 2026, its #170 holding.
Creative Capital Management Investments first reported a position in Vanguard Short-Term Bond ETF in Q3 2024 and has held it in 8 quarters since.
Creative Capital Management Investments's Vanguard Short-Term Bond ETF position peaked at $58.2K in Q3 2025.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Creative Capital Management Investments's 13F filing for Q2 2026, filed 24 Jul 2026.