Financial & Tax Architects’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Financial & Tax Architects’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	-4,615	Closed	-$364K	–	110
2025 Q4	$364K	Buy	4,615 +17	+0.4%	+$1.34K	0.08%	92
2025 Q3	$363K	Sell	4,598 -117	-2%	-$9.2K	0.08%	92
2025 Q2	$371K	Buy	4,715 +160	+4%	+$12.5K	0.09%	81
2025 Q1	$357K	Hold	4,555	–	–	0.09%	92
2024 Q4	$352K	Sell	4,555 -66	-1%	-$5.12K	0.09%	94
2024 Q3	$364K	Sell	4,621 -5,025	-52%	-$391K	0.09%	85
2024 Q2	$740K	Hold	9,646	–	–	0.2%	56
2024 Q1	$740K	Sell	9,646 -376	-4%	-$28.8K	0.2%	58
2023 Q4	$772K	Buy	10,022 +1	+0%	+$76	0.23%	51
2023 Q3	$753K	Sell	10,021 -43	-0.4%	-$3.24K	0.23%	60
2023 Q2	$761K	Sell	10,064 -292	-3%	-$22.3K	0.23%	53
2023 Q1	$792K	Buy	10,356 +824	+9%	+$62.4K	0.26%	52
2022 Q4	$726K	Buy	+9,532	New	+$715K	0.25%	52

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

Financial & Tax Architects's BSV Position: Q1 2026 in Review

Financial & Tax Architects sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2026, closing a stake of 4,615 shares — an estimated $364K sold.

Financial & Tax Architects first reported a position in BSV in Q4 2022 and held it in 13 quarters. The position peaked at $792K in Q1 2023. 1,345 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Financial & Tax Architects reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
Financial & Tax Architects sold 4,615 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $364K.
Financial & Tax Architects first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and held it in 13 quarters.
Financial & Tax Architects's Vanguard Short-Term Bond ETF position peaked at $792K in Q1 2023.
1,345 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Financial & Tax Architects's 13F filing for Q1 2026, filed 23 Apr 2026.