FPF
BSV icon

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
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 +$1.67K ﹤0.01% 325

Other funds holding BSV

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

First Pacific Financial's BSV Position: Q2 2026 in Review

First Pacific Financial reduced its Vanguard Short-Term Bond ETF (BSV) stake by 27% in Q2 2026, selling an estimated $27.9K and leaving 954 shares worth $74.3K. The position accounts for 0.01% of the portfolio, ranked #225.

First Pacific Financial first reported a position in BSV in Q4 2023 and has held it in 8 quarters since. The position peaked at $103K in Q1 2026. 567 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • First Pacific Financial held 954 shares of Vanguard Short-Term Bond ETF worth $74.3K as of Q2 2026.
  • First Pacific Financial sold 357 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $27.9K.
  • Vanguard Short-Term Bond ETF made up 0.01% of First Pacific Financial's portfolio in Q2 2026, its #225 holding.
  • First Pacific Financial first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 8 quarters since.
  • First Pacific Financial's Vanguard Short-Term Bond ETF position peaked at $103K in Q1 2026.
  • 567 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.