HB Wealth Management
BSV icon

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

HB 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
Q3 		$2.51M Sell
32,870
-14,146
-30% -$1.09M 0.01% 472
2026
Q2 		$3.66M Buy
47,016
+3,686
+9% +$288K 0.02% 337
2026
Q1 		$3.4M Sell
43,330
-7,425
-15% -$585K 0.02% 318
2025
Q4 		$4M Buy
50,755
+16,109
+46% +$1.27M 0.03% 288
2025
Q3 		$2.73M Sell
34,646
-8,223
-19% -$647K 0.02% 353
2025
Q2 		$3.37M Sell
42,869
-21,642
-34% -$1.69M 0.03% 280
2025
Q1 		$5.05M Sell
64,511
-27,094
-30% -$2.1M 0.04% 228
2024
Q4 		$7.08M Buy
91,605
+25,023
+38% +$1.94M 0.07% 130
2024
Q3 		$5.24M Sell
66,582
-28,589
-30% -$2.23M 0.06% 151
2024
Q2 		$7.3M Sell
95,171
-26,839
-22% -$2.05M 0.09% 111
2024
Q1 		$9.35M Sell
122,010
-80,003
-40% -$6.14M 0.12% 87
2023
Q4 		$15.6M Buy
202,013
+71,981
+55% +$5.45M 0.22% 52
2023
Q3 		$9.8M Buy
130,032
+723
+0.6% +$54.5K 0.16% 72
2023
Q2 		$9.8M Sell
129,309
-29,480
-19% -$2.25M 0.16% 69
2023
Q1 		$12.1M Sell
158,789
-206,110
-56% -$15.6M 0.21% 54
2022
Q4 		$27.5M Buy
364,899
+145,638
+66% +$10.9M 0.5% 23
2022
Q3 		$16.4M Buy
219,261
+105,715
+93% +$8.08M 0.35% 31
2022
Q2 		$8.72M Sell
113,546
-23,794
-17% -$1.83M 0.18% 59
2022
Q1 		$10.7M Sell
137,340
-119,356
-46% -$9.47M 0.2% 49
2021
Q4 		$20.7M Buy
+256,696
New +$20.9M 0.42% 19

Other funds holding BSV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Lincoln National Corp
Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
True Link Financial Advisors
True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Willow Creek Wealth Management
Willow Creek Wealth Management Sebastopol, California $1.52B AUM
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

HB Wealth Management's BSV Position: Q3 2026 in Review

HB Wealth Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 30% in Q3 2026, selling an estimated $1.09M and leaving 32,870 shares worth $2.51M. The position accounts for 0.01% of the portfolio, ranked #472.

HB Wealth Management first reported a position in BSV in Q4 2021 and has held it in 20 quarters since. The position peaked at $27.5M in Q4 2022. 895 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

  • HB Wealth Management held 32,870 shares of Vanguard Short-Term Bond ETF worth $2.51M as of Q3 2026.
  • HB Wealth Management sold 14,146 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $1.09M.
  • Vanguard Short-Term Bond ETF made up 0.01% of HB Wealth Management's portfolio in Q3 2026, its #472 holding.
  • HB Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 20 quarters since.
  • HB Wealth Management's Vanguard Short-Term Bond ETF position peaked at $27.5M in Q4 2022.
  • 895 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on HB Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.