Iron Horse Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Iron Horse Wealth Management’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
2025 Q2	$22.7K	Buy	+289	New	+$22.6K	0.01%	200

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Iron Horse Wealth Management's BSV Position: Q2 2025 in Review

Iron Horse Wealth Management opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q2 2025: 289 shares worth $22.7K. The stake represents 0.01% of the portfolio and ranks #200 among its holdings.

1,227 funds tracked by Wall St. Rank hold BSV as of Q2 2025.

Iron Horse Wealth Management held 289 shares of Vanguard Short-Term Bond ETF worth $22.7K as of Q2 2025.
Vanguard Short-Term Bond ETF was a new Iron Horse Wealth Management position in Q2 2025.
Vanguard Short-Term Bond ETF made up 0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #200 holding.
1,227 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.