EW
BSV icon

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

Evoke 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
-21,046
Closed -$1.65M – 90
2026
Q1 		$1.65M Buy
21,046
+8,632
+70% +$680K 0.03% 206
2025
Q4 		$978K Sell
12,414
-10,303
-45% -$813K 0.02% 272
2025
Q3 		$1.79M Buy
22,717
+54
+0.2% +$4.25K 0.04% 184
2025
Q2 		$1.78M Sell
22,663
-2,607
-10% -$204K 0.04% 168
2025
Q1 		$1.98M Buy
25,270
+16,030
+173% +$1.24M 0.05% 135
2024
Q4 		$714K Hold
9,240
– – 0.02% 216
2024
Q3 		$727K Hold
9,240
– – 0.02% 211
2024
Q2 		$709K Hold
9,240
– – 0.84% 23
2024
Q1 		$708K Hold
9,240
– – 0.02% 206
2023
Q4 		$712K Hold
9,240
– – 1.15% 16
2023
Q3 		$695K Hold
9,240
– – 0.02% 206
2023
Q2 		$698K Hold
9,240
– – 0.02% 190
2023
Q1 		$707K Hold
9,240
– – 0.03% 185
2022
Q4 		$696K Hold
9,240
– – 0.03% 188
2022
Q3 		$691K Hold
9,240
– – 0.03% 182
2022
Q2 		$710K Hold
9,240
– – 0.03% 188
2022
Q1 		$720K Hold
9,240
– – 0.02% 201
2021
Q4 		$747K Hold
9,240
– – 0.02% 203
2021
Q3 		$757K Hold
9,240
– – 0.03% 191
2021
Q2 		$759K Hold
9,240
– – 0.03% 196
2021
Q1 		$759K Hold
9,240
– – 0.03% 176
2020
Q4 		$766K Buy
9,240
+5,400
+141% +$447K 0.05% 115
2020
Q3 		$319K Hold
3,840
– – 0.03% 170
2020
Q2 		$319K Hold
3,840
– – 0.03% 147
2020
Q1 		$316K Buy
+3,840
New +$312K 0.04% 133
2019
Q4 		– Sell
-3,840
Closed -$310K – 1277
2019
Q3 		$310K Buy
+3,840
New +$310K 0.04% 196

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

Evoke Wealth's BSV Position: Q2 2026 in Review

Evoke Wealth sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2026, closing a stake of 21,046 shares — an estimated $1.65M sold.

Evoke Wealth first reported a position in BSV in Q3 2019 and held it in 26 quarters. The position peaked at $1.98M in Q1 2025. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Evoke Wealth reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 21,046 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $1.65M.
  • Evoke Wealth first reported a position in Vanguard Short-Term Bond ETF in Q3 2019 and held it in 26 quarters.
  • Evoke Wealth's Vanguard Short-Term Bond ETF position peaked at $1.98M in Q1 2025.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.