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

Financial Network 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	$484K	Buy	6,174 +3	+0%	+$236	0.15%	68
2025 Q4	$486K	Buy	6,171 +1	+0%	+$79	0.15%	67
2025 Q3	$486K	Buy	+6,170	New	+$485K	0.15%	67
2025 Q1	$479K	Buy	6,125 +40	+0.7%	+$3.1K	0.17%	70
2024 Q4	$470K	Sell	6,085 -14	-0.2%	-$1.09K	0.17%	68
2024 Q3	$479K	Buy	6,099 +3,371	+124%	+$263K	0.17%	70
2024 Q2	$209K	Buy	+2,728	New	+$208K	0.08%	105
2022 Q4	–	Sell	-5,643	Closed	-$422K	–	107
2022 Q3	$422K	Buy	+5,643	New	+$431K	0.26%	49
2022 Q2	–	Sell	-2,687	Closed	-$209K	–	102
2022 Q1	$209K	Sell	2,687 -1,347	-33%	-$107K	0.11%	105
2021 Q4	$326K	Buy	4,034 +653	+19%	+$53.1K	0.17%	75
2021 Q3	$277K	Hold	3,381	–	–	0.16%	86
2021 Q2	$278K	Buy	3,381 +703	+26%	+$57.8K	0.16%	81
2021 Q1	$220K	Buy	+2,678	New	+$221K	0.14%	94

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Network Wealth Management's BSV Position: Q1 2026 in Review

Financial Network Wealth Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.05% in Q1 2026, buying an estimated $236 and bringing the position to 6,174 shares worth $484K. The position accounts for 0.15% of the portfolio, ranked #68.

Financial Network Wealth Management first reported a position in BSV in Q1 2021 and has held it in 13 quarters since. The position peaked at $486K in Q4 2025. 1,335 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Financial Network Wealth Management held 6,174 shares of Vanguard Short-Term Bond ETF worth $484K as of Q1 2026.
Financial Network Wealth Management bought 3 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $236.
Vanguard Short-Term Bond ETF made up 0.15% of Financial Network Wealth Management's portfolio in Q1 2026, its #68 holding.
Financial Network Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2021 and has held it in 13 quarters since.
Financial Network Wealth Management's Vanguard Short-Term Bond ETF position peaked at $486K in Q4 2025.
1,335 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Financial Network Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.