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 Q2	$49.4K	Sell	634 -66,075	-99%	-$5.16M	0.13%	97
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 +4,004	+17%	+$311K	0.41%	53
2024 Q3	$1.85M	Buy	23,505 +89	+0.4%	+$6.93K	0.29%	79
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 $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

Golden State Equity Partners's BSV Position: Q2 2026 in Review

Golden State Equity Partners reduced its Vanguard Short-Term Bond ETF (BSV) stake by 99% in Q2 2026, selling an estimated $5.16M and leaving 634 shares worth $49.4K. The position accounts for 0.13% of the portfolio, ranked #97.

Golden State Equity Partners first reported a position in BSV in Q2 2023 and has held it in 12 quarters since. The position peaked at $5.23M in Q1 2026. 1,356 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Golden State Equity Partners held 634 shares of Vanguard Short-Term Bond ETF worth $49.4K as of Q2 2026.
Golden State Equity Partners sold 66,075 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $5.16M.
Vanguard Short-Term Bond ETF made up 0.13% of Golden State Equity Partners's portfolio in Q2 2026, its #97 holding.
Golden State Equity Partners first reported a position in Vanguard Short-Term Bond ETF in Q2 2023 and has held it in 12 quarters since.
Golden State Equity Partners's Vanguard Short-Term Bond ETF position peaked at $5.23M in Q1 2026.
1,356 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.