Invictus Private Wealth’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Invictus Private Wealth’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	$449K	Buy	5,766 +1,923	+50%	+$150K	0.02%	66
2026 Q1	$301K	Buy	3,843 +788	+26%	+$62K	0.02%	71
2025 Q4	$241K	Sell	3,055 -117	-4%	-$9.23K	0.01%	74
2025 Q3	$250K	Buy	3,172 +383	+14%	+$30.1K	0.02%	73
2025 Q2	$219K	Buy	+2,789	New	+$218K	0.02%	78
2024 Q4	–	Sell	-6,478	Closed	-$510K	–	80
2024 Q3	$510K	Sell	6,478 -3,245	-33%	-$253K	0.04%	56
2024 Q2	$746K	Sell	9,723 -12,096	-55%	-$923K	0.06%	40
2024 Q1	$1.67M	Sell	21,819 -4,424	-17%	-$339K	0.15%	31
2023 Q4	$2.02M	Buy	26,243 +6,807	+35%	+$515K	0.2%	32
2023 Q3	$1.46M	Buy	19,436 +9,979	+106%	+$752K	0.16%	35
2023 Q2	$715K	Sell	9,457 -5,009	-35%	-$382K	0.08%	43
2023 Q1	$1.11M	Sell	14,466 -10,331	-42%	-$783K	0.13%	37
2022 Q4	$1.87M	Buy	+24,797	New	+$1.86M	0.24%	33

Other funds holding BSV

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

SFA

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FCH

Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Invictus Private Wealth's BSV Position: Q2 2026 in Review

Invictus Private Wealth increased its Vanguard Short-Term Bond ETF (BSV) stake by 50% in Q2 2026, buying an estimated $150K and bringing the position to 5,766 shares worth $449K. The position accounts for 0.02% of the portfolio, ranked #66.

Invictus Private Wealth first reported a position in BSV in Q4 2022 and has held it in 13 quarters since. The position peaked at $2.02M in Q4 2023. 686 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Invictus Private Wealth held 5,766 shares of Vanguard Short-Term Bond ETF worth $449K as of Q2 2026.
Invictus Private Wealth bought 1,923 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $150K.
Vanguard Short-Term Bond ETF made up 0.02% of Invictus Private Wealth's portfolio in Q2 2026, its #66 holding.
Invictus Private Wealth first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and has held it in 13 quarters since.
Invictus Private Wealth's Vanguard Short-Term Bond ETF position peaked at $2.02M in Q4 2023.
686 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Invictus Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.