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

Drive Wealth Management’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 Q1	–	Sell	-2,812	Closed	-$222K	–	383
2025 Q4	$222K	Sell	2,812 -13	-0.5%	-$1.03K	0.04%	338
2025 Q3	$223K	Buy	2,825 +13	+0.5%	+$1.02K	0.05%	310
2025 Q2	$221K	Hold	2,812	–	–	0.05%	295
2025 Q1	$220K	Hold	2,812	–	–	0.05%	283
2024 Q4	$217K	Sell	2,812 -32	-1%	-$2.48K	0.05%	292
2024 Q3	$224K	Buy	+2,844	New	+$222K	0.06%	266
2024 Q2	–	Sell	-20,105	Closed	-$1.54M	–	323
2024 Q1	$1.54M	Sell	20,105 -600	-3%	-$46K	0.43%	41
2023 Q4	$1.59M	Hold	20,705	–	–	0.51%	40
2023 Q3	$1.56M	Sell	20,705 -5,600	-21%	-$422K	0.57%	39
2023 Q2	$1.99M	Buy	26,305 +2,000	+8%	+$152K	0.74%	27
2023 Q1	$1.86M	Buy	+24,305	New	+$1.84M	0.78%	25
2022 Q2	–	Sell	-11,792	Closed	-$919K	–	173
2022 Q1	$919K	Buy	11,792 +2,099	+22%	+$167K	0.77%	31
2021 Q4	$783K	Buy	+9,693	New	+$788K	0.69%	34

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

Drive Wealth Management's BSV Position: Q1 2026 in Review

Drive Wealth Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2026, closing a stake of 2,812 shares — an estimated $222K sold.

Drive Wealth Management first reported a position in BSV in Q4 2021 and held it in 13 quarters. The position peaked at $1.99M in Q2 2023. 1,338 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Drive Wealth Management reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
Drive Wealth Management sold 2,812 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $222K.
Drive Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and held it in 13 quarters.
Drive Wealth Management's Vanguard Short-Term Bond ETF position peaked at $1.99M in Q2 2023.
1,338 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Drive Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.