GWSA
BSV icon

Global Wealth Strategies & Associates’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-205
Closed -$16.1K – 145
2026
Q1 		$16.1K Hold
205
– – ﹤0.01% 269
2025
Q4 		$16.2K Hold
205
– – ﹤0.01% 261
2025
Q3 		$16.2K Hold
205
– – ﹤0.01% 241
2025
Q2 		$16.1K Hold
205
– – ﹤0.01% 181
2025
Q1 		$16K Hold
205
– – ﹤0.01% 202
2024
Q4 		$15.8K Hold
205
– – 0.01% 184
2024
Q3 		$16.1K Hold
205
– – 0.01% 153
2024
Q2 		$15.7K Sell
205
-6
-3% -$458 0.01% 139
2024
Q1 		$16.2K Sell
211
-45,325
-100% -$3.48M 0.01% 141
2023
Q4 		$3.51M Sell
45,536
-15,583
-25% -$1.18M 1.46% 12
2023
Q3 		$4.59M Buy
61,119
+4,436
+8% +$334K 2.15% 13
2023
Q2 		$4.28M Buy
56,683
+2,935
+5% +$224K 2.01% 15
2023
Q1 		$4.11M Buy
53,748
+5,777
+12% +$438K 2.12% 15
2022
Q4 		$3.61M Buy
+47,971
New +$3.6M 2.1% 17

Other funds holding BSV

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
FMC
First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Global Wealth Strategies & Associates's BSV Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2026, closing a stake of 205 shares — an estimated $16.1K sold.

Global Wealth Strategies & Associates first reported a position in BSV in Q4 2022 and held it in 14 quarters. The position peaked at $4.59M in Q3 2023. 466 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 205 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $16.1K.
  • Global Wealth Strategies & Associates first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and held it in 14 quarters.
  • Global Wealth Strategies & Associates's Vanguard Short-Term Bond ETF position peaked at $4.59M in Q3 2023.
  • 466 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.