Golden State Equity Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Golden State Equity Partners’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	$5.23M	Buy	66,709 +37,245	+126%	+$2.93M	0.4%	43
2025 Q4	$2.32M	Sell	29,464 -550	-2%	-$43.4K	0.37%	50
2025 Q3	$2.37M	Buy	30,014 +980	+3%	+$77.1K	0.4%	47
2025 Q2	$2.28M	Buy	29,034 +275	+1%	+$21.5K	0.42%	48
2025 Q1	$2.25M	Buy	28,759 +1,250	+5%	+$97K	0.45%	54
2024 Q4	$2.13M	Buy	27,509 +27,420	+30,809%	+$2.13M	0.41%	53
2024 Q3	$7K	Sell	89 -23,327	-100%	-$1.82M	﹤0.01%	609
2024 Q2	$1.8M	Buy	+23,416	New	+$1.79M	0.37%	58
2023 Q4	$1.74M	Buy	22,541 +4,442	+25%	+$336K	0.42%	56
2023 Q3	$1.36M	Buy	18,099 +1,560	+9%	+$118K	0.38%	68
2023 Q2	$1.25M	Buy	+16,539	New	+$1.26M	0.35%	69

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Golden State Equity Partners's BSV Position: Q1 2026 in Review

Golden State Equity Partners increased its Vanguard Short-Term Bond ETF (BSV) stake by 126% in Q1 2026, buying an estimated $2.93M and bringing the position to 66,709 shares worth $5.23M. The position accounts for 0.4% of the portfolio, ranked #43.

Golden State Equity Partners first reported a position in BSV in Q2 2023 and has held it in 11 quarters since. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Golden State Equity Partners held 66,709 shares of Vanguard Short-Term Bond ETF worth $5.23M as of Q1 2026.
Golden State Equity Partners bought 37,245 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $2.93M.
Vanguard Short-Term Bond ETF made up 0.4% of Golden State Equity Partners's portfolio in Q1 2026, its #43 holding.
Golden State Equity Partners first reported a position in Vanguard Short-Term Bond ETF in Q2 2023 and has held it in 11 quarters since.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.