HUB Investment Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$15.8M	Buy	+201,104	New	+$15.8M	0.38%	51
2025 Q4	–	Sell	-3,049	Closed	-$241K	–	973
2025 Q3	$241K	Sell	3,049 -46	-1%	-$3.62K	0.01%	624
2025 Q2	$244K	Buy	3,095 +133	+4%	+$10.4K	0.01%	572
2025 Q1	$232K	Buy	2,962 +9	+0.3%	+$699	0.01%	514
2024 Q4	$228K	Buy	+2,953	New	+$229K	0.01%	472
2024 Q2	–	Sell	-3,407	Closed	-$261K	–	507
2024 Q1	$261K	Buy	+3,407	New	+$261K	0.01%	387
2023 Q2	–	Sell	-2,847	Closed	-$218K	–	259
2023 Q1	$218K	Buy	+2,847	New	+$216K	0.05%	202
2022 Q4	–	Sell	-4,274	Closed	-$320K	–	135
2022 Q3	$320K	Sell	4,274 -988	-19%	-$75.5K	0.1%	134
2022 Q2	$404K	Sell	5,262 -5,062	-49%	-$390K	0.13%	117
2022 Q1	$804K	Buy	10,324 +5,601	+119%	+$445K	0.19%	100
2021 Q4	$382K	Buy	+4,723	New	+$384K	0.09%	133
2021 Q3	–	Sell	-2,524	Closed	-$207K	–	220
2021 Q2	$207K	Buy	+2,524	New	+$208K	0.06%	201