First Pacific Financial’s Vanguard Short-Term Bond ETF BSV Stock Holding History

First Pacific Financial’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 Q3	$73.6K	Buy	964 +10	+1%	+$773	0.01%	247
2026 Q2	$74.3K	Sell	954 -357	-27%	-$27.9K	0.01%	225
2026 Q1	$103K	Buy	1,311 +373	+40%	+$29.4K	0.01%	195
2025 Q4	$73.9K	Sell	938 -34	-3%	-$2.68K	0.01%	218
2025 Q3	$76.7K	Buy	972 +212	+28%	+$16.7K	0.01%	214
2025 Q2	$59.8K	Buy	+760	New	+$59.4K	0.01%	227
2024 Q3	–	Sell	-138	Closed	-$10.6K	–	391
2024 Q2	$10.6K	Sell	138 -19	-12%	-$1.45K	﹤0.01%	254
2024 Q1	$12K	Buy	157 +135	+614%	+$10.4K	﹤0.01%	254
2023 Q4	$1.7K	Buy	+22	New	+$1.66K	﹤0.01%	325

Other funds holding BSV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

First Pacific Financial's BSV Position: Q3 2026 in Review

First Pacific Financial increased its Vanguard Short-Term Bond ETF (BSV) stake by 1% in Q3 2026, buying an estimated $773 and bringing the position to 964 shares worth $73.6K. The position accounts for 0.01% of the portfolio, ranked #247.

First Pacific Financial first reported a position in BSV in Q4 2023 and has held it in 9 quarters since. The position peaked at $103K in Q1 2026. 953 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

First Pacific Financial held 964 shares of Vanguard Short-Term Bond ETF worth $73.6K as of Q3 2026.
First Pacific Financial bought 10 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $773.
Vanguard Short-Term Bond ETF made up 0.01% of First Pacific Financial's portfolio in Q3 2026, its #247 holding.
First Pacific Financial first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 9 quarters since.
First Pacific Financial's Vanguard Short-Term Bond ETF position peaked at $103K in Q1 2026.
953 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on First Pacific Financial's 13F filing for Q3 2026, filed 14 Oct 2026.