HWA
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HHM Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

HHM Wealth Advisors’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
-159
Closed -$12.5K – 906
2026
Q1 		$12.5K Buy
+159
New +$12.5K ﹤0.01% 599
2022
Q3 		– Sell
-91
Closed -$7K – 663
2022
Q2 		$7K Buy
+91
New +$7.01K ﹤0.01% 589

Other funds holding BSV

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

HHM Wealth Advisors's BSV Position: Q2 2026 in Review

HHM Wealth Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2026, closing a stake of 159 shares — an estimated $12.5K sold.

HHM Wealth Advisors first reported a position in BSV in Q2 2022 and held it in 2 quarters. The position peaked at $12.5K in Q1 2026. 567 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • HHM Wealth Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2026 after selling out during the quarter.
  • HHM Wealth Advisors sold 159 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $12.5K.
  • HHM Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q2 2022 and held it in 2 quarters.
  • HHM Wealth Advisors's Vanguard Short-Term Bond ETF position peaked at $12.5K in Q1 2026.
  • 567 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.