Global Wealth Management Investment Advisory’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Global Wealth Management Investment Advisory’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	$1.52M	Sell	19,468 -83	-0.4%	-$6.48K	0.22%	82
2026 Q1	$1.53M	Sell	19,551 -876	-4%	-$69K	0.24%	82
2025 Q4	$1.61M	Buy	20,427 +319	+2%	+$25.2K	0.26%	79
2025 Q3	$1.59M	Sell	20,108 -582	-3%	-$45.8K	0.27%	84
2025 Q2	$1.63M	Sell	20,690 -1,481	-7%	-$116K	0.31%	79
2025 Q1	$1.74M	Sell	22,171 -287	-1%	-$22.3K	0.35%	81
2024 Q4	$1.74M	Buy	22,458 +318	+1%	+$24.7K	0.36%	82
2024 Q3	$1.74M	Sell	22,140 -329	-1%	-$25.6K	0.38%	75
2024 Q2	$1.72M	Sell	22,469 -1,062	-5%	-$81K	0.4%	70
2024 Q1	$1.8M	Sell	23,531 -2,817	-11%	-$216K	0.44%	68
2023 Q4	$2.03M	Sell	26,348 -1,230	-4%	-$93.1K	0.52%	61
2023 Q3	$2.07M	Sell	27,578 -1,129	-4%	-$85.1K	0.58%	61
2023 Q2	$2.17M	Sell	28,707 -1,194	-4%	-$91K	0.6%	58
2023 Q1	$2.29M	Buy	29,901 +8,030	+37%	+$608K	0.69%	57
2022 Q4	$1.65M	Sell	21,871 -385	-2%	-$28.9K	0.54%	61
2022 Q3	$1.67M	Sell	22,256 -417	-2%	-$31.9K	0.59%	62
2022 Q2	$1.74M	Sell	22,673 -1,420	-6%	-$109K	0.59%	61
2022 Q1	$1.88M	Sell	24,093 -8,186	-25%	-$650K	0.56%	63
2021 Q4	$2.61M	Sell	32,279 -249	-0.8%	-$20.3K	0.78%	48
2021 Q3	$2.67M	Buy	32,528 +456	+1%	+$37.5K	0.84%	41
2021 Q2	$2.63M	Buy	32,072 +1,216	+4%	+$100K	0.88%	39
2021 Q1	$2.54M	Buy	30,856 +6,250	+25%	+$516K	0.91%	36
2020 Q4	$2.04M	Buy	24,606 +694	+3%	+$57.5K	0.79%	43
2020 Q3	$1.99M	Buy	23,912 +780	+3%	+$64.8K	0.86%	38
2020 Q2	$1.92M	Buy	23,132 +1,345	+6%	+$111K	0.82%	44
2020 Q1	$1.79M	Buy	21,787 +596	+3%	+$48.4K	0.9%	39
2019 Q4	$1.71M	Buy	21,191 +777	+4%	+$62.7K	0.72%	55
2019 Q3	$1.65M	Buy	20,414 +635	+3%	+$51.2K	0.75%	55
2019 Q2	$1.59M	Buy	19,779 +168	+0.9%	+$13.4K	0.77%	53
2019 Q1	$1.56M	Buy	19,611 +502	+3%	+$39.6K	0.81%	45
2018 Q4	$1.5M	Buy	+19,109	New	+$1.49M	0.87%	46

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 22.96% 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 Wealth Management Investment Advisory's BSV Position: Q2 2026 in Review

Global Wealth Management Investment Advisory reduced its Vanguard Short-Term Bond ETF (BSV) stake by 0.42% in Q2 2026, selling an estimated $6.48K and leaving 19,468 shares worth $1.52M. The position accounts for 0.22% of the portfolio, ranked #82.

Global Wealth Management Investment Advisory first reported a position in BSV in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.67M in Q3 2021. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Global Wealth Management Investment Advisory held 19,468 shares of Vanguard Short-Term Bond ETF worth $1.52M as of Q2 2026.
Global Wealth Management Investment Advisory sold 83 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $6.48K.
Vanguard Short-Term Bond ETF made up 0.22% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #82 holding.
Global Wealth Management Investment Advisory first reported a position in Vanguard Short-Term Bond ETF in Q4 2018 and has held it in 31 quarters since.
Global Wealth Management Investment Advisory's Vanguard Short-Term Bond ETF position peaked at $2.67M in Q3 2021.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.