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Curio Wealth’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Curio Wealth’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 		– Sell
-1,442
Closed -$113K – 224
2026
Q1 		$113K Hold
1,442
– – 0.04% 96
2025
Q4 		$114K Hold
1,442
– – 0.04% 99
2025
Q3 		$114K Sell
1,442
-144
-9% -$11.3K 0.05% 93
2025
Q2 		$125K Buy
1,586
+1,582
+39,550% +$124K 0.05% 93
2025
Q1 		$22.3K Sell
4
-284
-99% -$22K 0.01% 172
2024
Q4 		$22.3K Buy
+288
New +$22.4K 0.01% 164

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Curio Wealth's BSV Position: Q2 2026 in Review

Curio Wealth sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2026, closing a stake of 1,442 shares — an estimated $113K sold.

Curio Wealth first reported a position in BSV in Q4 2024 and held it in 6 quarters. The position peaked at $125K in Q2 2025. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Curio Wealth reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 1,442 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $113K.
  • Curio Wealth first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and held it in 6 quarters.
  • Curio Wealth's Vanguard Short-Term Bond ETF position peaked at $125K in Q2 2025.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.