HAP
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Harbor Asset Planning’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Harbor Asset Planning’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
-152
Closed -$11.9K – 420
2026
Q1 		$11.9K Buy
152
+1
+0.7% +$79 0.01% 332
2025
Q4 		$11.9K Buy
151
+2
+1% +$158 0.01% 329
2025
Q3 		$11.8K Buy
149
+1
+0.7% +$79 0.01% 310
2025
Q2 		$11.6K Buy
+148
New +$11.6K 0.01% 305

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

Harbor Asset Planning's BSV Position: Q2 2026 in Review

Harbor Asset Planning sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2026, closing a stake of 152 shares — an estimated $11.9K sold.

Harbor Asset Planning first reported a position in BSV in Q2 2025 and held it in 4 quarters. The position peaked at $11.9K in Q1 2026. 466 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Harbor Asset Planning reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Harbor Asset Planning sold 152 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $11.9K.
  • Harbor Asset Planning first reported a position in Vanguard Short-Term Bond ETF in Q2 2025 and held it in 4 quarters.
  • Harbor Asset Planning's Vanguard Short-Term Bond ETF position peaked at $11.9K in Q1 2026.
  • 466 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.