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 Q2	$1.33M	Sell	17,044 -4,002	-19%	-$312K	0.13%	71
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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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 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

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

Howard Financial Services's BSV Position: Q2 2026 in Review

Howard Financial Services reduced its Vanguard Short-Term Bond ETF (BSV) stake by 19% in Q2 2026, selling an estimated $312K and leaving 17,044 shares worth $1.33M. The position accounts for 0.13% of the portfolio, ranked #71.

Howard Financial Services first reported a position in BSV in Q4 2018 and has held it in 28 quarters since. The position peaked at $3.62M in Q1 2025. 518 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Howard Financial Services held 17,044 shares of Vanguard Short-Term Bond ETF worth $1.33M as of Q2 2026.
Howard Financial Services sold 4,002 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $312K.
Vanguard Short-Term Bond ETF made up 0.13% of Howard Financial Services's portfolio in Q2 2026, its #71 holding.
Howard Financial Services first reported a position in Vanguard Short-Term Bond ETF in Q4 2018 and has held it in 28 quarters since.
Howard Financial Services's Vanguard Short-Term Bond ETF position peaked at $3.62M in Q1 2025.
518 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.