FSM Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$946K Buy
12,145
+106
+0.9% +$8.27K 0.1% 114
2026
Q1
$944K Buy
12,039
+5,309
+79% +$418K 0.12% 99
2025
Q4
$530K Buy
6,730
+1,334
+25% +$105K 0.07% 161
2025
Q3
$426K Buy
5,396
+33
+0.6% +$2.6K 0.06% 191
2025
Q2
$419K Buy
5,363
+100
+2% +$7.82K 0.07% 181
2025
Q1
$412K Sell
5,263
-1,821
-26% -$141K 0.09% 125
2024
Q4
$548K Buy
+7,084
New +$550K 0.13% 92

Other funds holding BSV

FSM Wealth Advisors's BSV Position: Q2 2026 in Review

FSM Wealth Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.88% in Q2 2026, buying an estimated $8.27K and bringing the position to 12,145 shares worth $946K. The position accounts for 0.1% of the portfolio, ranked #114.

FSM Wealth Advisors first reported a position in BSV in Q4 2024 and has held it in 7 quarters since. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • FSM Wealth Advisors held 12,145 shares of Vanguard Short-Term Bond ETF worth $946K as of Q2 2026.
  • FSM Wealth Advisors bought 106 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $8.27K.
  • Vanguard Short-Term Bond ETF made up 0.1% of FSM Wealth Advisors's portfolio in Q2 2026, its #114 holding.
  • FSM Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.