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FSB Premier Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

FSB Premier Wealth Management’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 		$2.33M Buy
29,761
+775
+3% +$61K 0.73% 40
2025
Q4 		$2.28M Sell
28,986
-2,363
-8% -$186K 0.72% 42
2025
Q3 		$2.47M Sell
31,349
-503
-2% -$39.6K 0.81% 35
2025
Q2 		$2.51M Sell
31,852
-1,127
-3% -$88.1K 0.89% 31
2025
Q1 		$2.58M Sell
32,979
-2,515
-7% -$195K 1.01% 26
2024
Q4 		$2.74M Sell
35,494
-921
-3% -$71.5K 1.1% 23
2024
Q3 		$2.87M Sell
36,415
-73
-0.2% -$5.69K 1.17% 20
2024
Q2 		$2.8M Sell
36,488
-1,609
-4% -$123K 1.26% 18
2024
Q1 		$2.92M Buy
38,097
+1,414
+4% +$108K 1.36% 17
2023
Q4 		$2.83M Sell
36,683
-209
-0.6% -$15.8K 1.41% 18
2023
Q3 		$2.77M Sell
36,892
-17
-0% -$1.28K 1.54% 17
2023
Q2 		$2.79M Sell
36,909
-613
-2% -$46.7K 1.51% 17
2023
Q1 		$2.87M Sell
37,522
-1,575
-4% -$119K 1.6% 17
2022
Q4 		$2.94M Sell
39,097
-4,371
-10% -$328K 1.61% 17
2022
Q3 		$3.25M Sell
43,468
-1,836
-4% -$140K 1.9% 15
2022
Q2 		$3.48M Sell
45,304
-3,769
-8% -$290K 1.93% 14
2022
Q1 		$3.79M Sell
49,073
-2,623
-5% -$208K 1.9% 14
2021
Q4 		$4.18M Sell
51,696
-2,119
-4% -$172K 1.74% 16
2021
Q3 		$4.41M Buy
53,815
+3,179
+6% +$261K 2.21% 15
2021
Q2 		$4.16M Buy
50,636
+157
+0.3% +$12.9K 2.13% 16
2021
Q1 		$4.15M Buy
50,479
+10,729
+27% +$886K 2.23% 15
2020
Q4 		$3.29M Buy
+39,750
New +$3.29M 1.76% 16

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

FSB Premier Wealth Management's BSV Position: Q1 2026 in Review

FSB Premier Wealth Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 2.7% in Q1 2026, buying an estimated $61K and bringing the position to 29,761 shares worth $2.33M. The position accounts for 0.73% of the portfolio, ranked #40.

FSB Premier Wealth Management first reported a position in BSV in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.41M in Q3 2021. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • FSB Premier Wealth Management held 29,761 shares of Vanguard Short-Term Bond ETF worth $2.33M as of Q1 2026.
  • FSB Premier Wealth Management bought 775 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $61K.
  • Vanguard Short-Term Bond ETF made up 0.73% of FSB Premier Wealth Management's portfolio in Q1 2026, its #40 holding.
  • FSB Premier Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • FSB Premier Wealth Management's Vanguard Short-Term Bond ETF position peaked at $4.41M in Q3 2021.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on FSB Premier Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.