Global Trust Asset Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Global Trust Asset 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 Q2	$89.4K	Hold	1,147	–	–	0.03%	202
2026 Q1	$89.9K	Hold	1,147	–	–	0.03%	201
2025 Q4	$90.4K	Buy	+1,147	New	+$90.5K	0.04%	209
2022 Q2	–	Sell	-90	Closed	-$7K	–	412
2022 Q1	$7K	Hold	90	–	–	﹤0.01%	382
2021 Q4	$7K	Hold	90	–	–	﹤0.01%	353
2021 Q3	$7K	Buy	+90	New	+$7.4K	﹤0.01%	331
2019 Q3	–	Sell	-5,655	Closed	-$455K	–	368
2019 Q2	$455K	Buy	5,655 +1,410	+33%	+$112K	0.31%	100
2019 Q1	$338K	Buy	4,245 +2,200	+108%	+$174K	0.25%	107
2018 Q4	$161K	Sell	2,045 -2,495	-55%	-$195K	0.14%	134
2018 Q3	$354K	Buy	4,540 +520	+13%	+$40.6K	0.25%	103
2018 Q2	$314K	Sell	4,020 -155	-4%	-$12.1K	0.24%	104
2018 Q1	$327K	Sell	4,175 -60	-1%	-$4.71K	0.26%	102
2017 Q4	$335K	Buy	+4,235	New	+$337K	0.24%	106

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Global Trust Asset Management's BSV Position: Q2 2026 in Review

Global Trust Asset Management held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2026 at 1,147 shares worth $89.4K. The position accounts for 0.03% of the portfolio, ranked #202.

Global Trust Asset Management first reported a position in BSV in Q4 2017 and has held it in 13 quarters since. The position peaked at $455K in Q2 2019. 1,363 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Global Trust Asset Management held 1,147 shares of Vanguard Short-Term Bond ETF worth $89.4K as of Q2 2026.
Global Trust Asset Management left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Short-Term Bond ETF made up 0.03% of Global Trust Asset Management's portfolio in Q2 2026, its #202 holding.
Global Trust Asset Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2017 and has held it in 13 quarters since.
Global Trust Asset Management's Vanguard Short-Term Bond ETF position peaked at $455K in Q2 2019.
1,363 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Global Trust Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.