Drucker Wealth 3.0’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Drucker Wealth 3.0’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	$432K	Sell	5,545 -1,442	-21%	-$113K	0.07%	186
2026 Q1	$548K	Sell	6,987 -577	-8%	-$45.4K	0.1%	160
2025 Q4	$596K	Sell	7,564 -4,975	-40%	-$392K	0.1%	145
2025 Q3	$989K	Sell	12,539 -1,201	-9%	-$94.4K	0.18%	103
2025 Q2	$1.08M	Sell	13,740 -4,720	-26%	-$369K	0.21%	91
2025 Q1	$1.45M	Sell	18,460 -6,524	-26%	-$506K	0.32%	63
2024 Q4	$1.93M	Sell	24,984 -7,648	-23%	-$594K	0.45%	61
2024 Q3	$2.57M	Sell	32,632 -4,698	-13%	-$366K	0.62%	55
2024 Q2	$2.86M	Buy	+37,330	New	+$2.85M	0.76%	46

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

Drucker Wealth 3.0's BSV Position: Q2 2026 in Review

Drucker Wealth 3.0 reduced its Vanguard Short-Term Bond ETF (BSV) stake by 21% in Q2 2026, selling an estimated $113K and leaving 5,545 shares worth $432K. The position accounts for 0.07% of the portfolio, ranked #186.

Drucker Wealth 3.0 first reported a position in BSV in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.86M in Q2 2024. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Drucker Wealth 3.0 held 5,545 shares of Vanguard Short-Term Bond ETF worth $432K as of Q2 2026.
Drucker Wealth 3.0 sold 1,442 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $113K.
Vanguard Short-Term Bond ETF made up 0.07% of Drucker Wealth 3.0's portfolio in Q2 2026, its #186 holding.
Drucker Wealth 3.0 first reported a position in Vanguard Short-Term Bond ETF in Q2 2024 and has held it in 9 quarters since.
Drucker Wealth 3.0's Vanguard Short-Term Bond ETF position peaked at $2.86M in Q2 2024.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Drucker Wealth 3.0's 13F filing for Q2 2026, filed 13 Jul 2026.