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
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 		$9.77M 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 $80.9B AUM 26.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

HB Wealth Management's BSV Position: Q2 2026 in Review

HB Wealth Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 8.5% in Q2 2026, buying an estimated $288K and bringing the position to 47,016 shares worth $3.66M. The position accounts for 0.02% of the portfolio, ranked #337.

HB Wealth Management first reported a position in BSV in Q4 2021 and has held it in 19 quarters since. The position peaked at $27.5M in Q4 2022. 1,356 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • HB Wealth Management held 47,016 shares of Vanguard Short-Term Bond ETF worth $3.66M as of Q2 2026.
  • HB Wealth Management bought 3,686 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $288K.
  • Vanguard Short-Term Bond ETF made up 0.02% of HB Wealth Management's portfolio in Q2 2026, its #337 holding.
  • HB Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's Vanguard Short-Term Bond ETF position peaked at $27.5M in Q4 2022.
  • 1,356 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.