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Fortress Financial Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Fortress Financial Group’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
2025
Q4 		– Sell
-4,981
Closed -$393K – 83
2025
Q3 		$393K Buy
+4,981
New +$392K 0.3% 44

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fortress Financial Group's BSV Position: Q4 2025 in Review

Fortress Financial Group sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2025, closing a stake of 4,981 shares — an estimated $393K sold.

Fortress Financial Group first reported a position in BSV in Q3 2025 and held it in 1 quarter. The position peaked at $393K in Q3 2025. 1,316 funds tracked by Wall St. Rank hold BSV as of Q4 2025.

  • Fortress Financial Group reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Fortress Financial Group sold 4,981 Vanguard Short-Term Bond ETF shares in Q4 2025, an estimated $393K.
  • Fortress Financial Group first reported a position in Vanguard Short-Term Bond ETF in Q3 2025 and held it in 1 quarter.
  • Fortress Financial Group's Vanguard Short-Term Bond ETF position peaked at $393K in Q3 2025.
  • 1,316 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2025.

Based on Fortress Financial Group's 13F filing for Q4 2025, filed 23 Jan 2026.