Howard Financial Services
BSV icon

Howard Financial Services’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Howard Financial Services’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 		$1.47M Buy
19,228
+3,132
+19% +$242K 0.15% 59
2026
Q2 		$1.25M Sell
16,096
-4,950
-24% -$386K 0.14% 70
2026
Q1 		$1.65M Sell
21,046
-14,733
-41% -$1.16M 0.19% 56
2025
Q4 		$2.82M Sell
35,779
-2,203
-6% -$174K 0.33% 41
2025
Q3 		$3M Sell
37,982
-1,516
-4% -$119K 0.37% 40
2025
Q2 		$3.11M Sell
39,498
-6,810
-15% -$532K 0.41% 39
2025
Q1 		$3.62M Buy
46,308
+8,282
+22% +$643K 0.49% 33
2024
Q4 		$2.94M Sell
38,026
-5,723
-13% -$444K 0.4% 37
2024
Q3 		$3.44M Buy
43,749
+6,139
+16% +$478K 0.5% 32
2024
Q2 		$2.88M Buy
37,610
+4,269
+13% +$326K 0.47% 33
2024
Q1 		$2.56M Buy
33,341
+2,819
+9% +$216K 0.44% 38
2023
Q4 		$2.35M Buy
30,522
+8,312
+37% +$629K 0.45% 35
2023
Q3 		$1.67M Buy
22,210
+4,425
+25% +$334K 0.38% 39
2023
Q2 		$1.34M Buy
17,785
+3,976
+29% +$303K 0.32% 39
2023
Q1 		$1.06M Sell
13,809
-3,764
-21% -$285K 0.26% 44
2022
Q4 		$1.32M Buy
17,573
+274
+2% +$20.6K 0.35% 39
2022
Q3 		$1.29M Buy
+17,299
New +$1.32M 0.42% 36
2021
Q4 		– Sell
-2,483
Closed -$203K – 137
2021
Q3 		$203K Hold
2,483
– – 0.08% 119
2021
Q2 		$204K Sell
2,483
-1,348
-35% -$111K 0.08% 113
2021
Q1 		$315K Sell
3,831
-61
-2% -$5.04K 0.14% 88
2020
Q4 		$323K Sell
3,892
-2,383
-38% -$197K 0.17% 70
2020
Q3 		$521K Sell
6,275
-1,022
-14% -$84.9K 0.34% 37
2020
Q2 		$607K Sell
7,297
-2,017
-22% -$167K 0.43% 37
2020
Q1 		$765K Sell
9,314
-2,601
-22% -$211K 0.68% 26
2019
Q4 		$960K Sell
11,915
-2,392
-17% -$193K 0.59% 33
2019
Q3 		$1.16M Sell
14,307
-1,400
-9% -$113K 0.77% 27
2019
Q2 		$1.26M Sell
15,707
-1,957
-11% -$156K 0.86% 26
2019
Q1 		$1.41M Sell
17,664
-18,506
-51% -$1.46M 1% 21
2018
Q4 		$2.84M Buy
+36,170
New +$2.82M 2.18% 13

Other funds holding BSV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 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
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Howard Financial Services's BSV Position: Q3 2026 in Review

Howard Financial Services increased its Vanguard Short-Term Bond ETF (BSV) stake by 19% in Q3 2026, buying an estimated $242K and bringing the position to 19,228 shares worth $1.47M. The position accounts for 0.15% of the portfolio, ranked #59.

Howard Financial Services first reported a position in BSV in Q4 2018 and has held it in 29 quarters since. The position peaked at $3.62M in Q1 2025. 651 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

  • Howard Financial Services held 19,228 shares of Vanguard Short-Term Bond ETF worth $1.47M as of Q3 2026.
  • Howard Financial Services bought 3,132 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $242K.
  • Vanguard Short-Term Bond ETF made up 0.15% of Howard Financial Services's portfolio in Q3 2026, its #59 holding.
  • Howard Financial Services first reported a position in Vanguard Short-Term Bond ETF in Q4 2018 and has held it in 29 quarters since.
  • Howard Financial Services's Vanguard Short-Term Bond ETF position peaked at $3.62M in Q1 2025.
  • 651 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Howard Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.