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

Forefront Wealth Partners’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 		$321K Sell
4,095
-572
-12% -$45K 0.13% 125
2025
Q4 		$368K Buy
4,667
+900
+24% +$71K 0.17% 102
2025
Q3 		$297K Buy
+3,767
New +$296K 0.07% 158
2025
Q2 		– Sell
-3,919
Closed -$307K – 103
2025
Q1 		$307K Buy
+3,919
New +$304K 0.21% 93

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Forefront Wealth Partners's BSV Position: Q1 2026 in Review

Forefront Wealth Partners reduced its Vanguard Short-Term Bond ETF (BSV) stake by 12% in Q1 2026, selling an estimated $45K and leaving 4,095 shares worth $321K. The position accounts for 0.13% of the portfolio, ranked #125.

Forefront Wealth Partners first reported a position in BSV in Q1 2025 and has held it in 4 quarters since. The position peaked at $368K in Q4 2025. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Forefront Wealth Partners held 4,095 shares of Vanguard Short-Term Bond ETF worth $321K as of Q1 2026.
  • Forefront Wealth Partners sold 572 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $45K.
  • Vanguard Short-Term Bond ETF made up 0.13% of Forefront Wealth Partners's portfolio in Q1 2026, its #125 holding.
  • Forefront Wealth Partners first reported a position in Vanguard Short-Term Bond ETF in Q1 2025 and has held it in 4 quarters since.
  • Forefront Wealth Partners's Vanguard Short-Term Bond ETF position peaked at $368K in Q4 2025.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Forefront Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.