Golden State Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Golden State Wealth 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	$184K	Buy	2,358 +1,920	+438%	+$150K	0.02%	432
2026 Q1	$34.4K	Buy	438 +294	+204%	+$23.1K	﹤0.01%	779
2025 Q4	$11.4K	Buy	144 +1	+0.7%	+$79	﹤0.01%	1074
2025 Q3	$11.3K	Hold	143	–	–	﹤0.01%	1072
2025 Q2	$11.3K	Sell	143 -4,472	-97%	-$350K	﹤0.01%	1051
2025 Q1	$361K	Buy	4,615 +4,531	+5,394%	+$352K	0.05%	267
2024 Q4	$6.55K	Buy	+84	New	+$6.52K	﹤0.01%	1060
2020 Q4	–	Sell	-2,397	Closed	-$199K	–	252
2020 Q3	$199K	Sell	2,397 -5,713	-70%	-$475K	0.07%	193
2020 Q2	$664K	Buy	8,110 +5,899	+267%	+$488K	0.21%	80
2020 Q1	$182K	Buy	+2,211	New	+$180K	0.08%	169
2019 Q4	–	Sell	-333	Closed	-$27K	–	165
2019 Q3	$27K	Buy	333 +21	+7%	+$1.69K	0.01%	560
2019 Q2	$25K	Sell	312 -2,974	-91%	-$237K	0.01%	577
2019 Q1	$262K	Buy	+3,286	New	+$259K	0.09%	188

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 Wealth Management's BSV Position: Q2 2026 in Review

Golden State Wealth Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 438% in Q2 2026, buying an estimated $150K and bringing the position to 2,358 shares worth $184K. The position accounts for 0.02% of the portfolio, ranked #432.

Golden State Wealth Management first reported a position in BSV in Q1 2019 and has held it in 13 quarters since. The position peaked at $664K in Q2 2020. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Golden State Wealth Management held 2,358 shares of Vanguard Short-Term Bond ETF worth $184K as of Q2 2026.
Golden State Wealth Management bought 1,920 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $150K.
Vanguard Short-Term Bond ETF made up 0.02% of Golden State Wealth Management's portfolio in Q2 2026, its #432 holding.
Golden State Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2019 and has held it in 13 quarters since.
Golden State Wealth Management's Vanguard Short-Term Bond ETF position peaked at $664K in Q2 2020.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.