HWM
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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
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 		$9.77M Buy
130,032
+723
+0.6% +$54.5K 0.16% 72
2023
Q2 		$9.77M 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

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

HB Wealth Management's BSV Position: Q1 2026 in Review

HB Wealth Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 15% in Q1 2026, selling an estimated $585K and leaving 43,330 shares worth $3.4M. The position accounts for 0.02% of the portfolio, ranked #318.

HB Wealth Management first reported a position in BSV in Q4 2021 and has held it in 18 quarters since. The position peaked at $27.5M in Q4 2022. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • HB Wealth Management held 43,330 shares of Vanguard Short-Term Bond ETF worth $3.4M as of Q1 2026.
  • HB Wealth Management sold 7,425 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $585K.
  • Vanguard Short-Term Bond ETF made up 0.02% of HB Wealth Management's portfolio in Q1 2026, its #318 holding.
  • HB Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • HB Wealth Management's Vanguard Short-Term Bond ETF position peaked at $27.5M in Q4 2022.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.