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

Kestra Private Wealth 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 		$12.3M Sell
157,682
-2,234
-1% -$174K 0.14% 163
2026
Q1 		$12.5M Buy
159,916
+1,317
+0.8% +$104K 0.15% 144
2025
Q4 		$12.5M Buy
158,599
+13,345
+9% +$1.05M 0.16% 142
2025
Q3 		$11.5M Buy
145,254
+10,302
+8% +$810K 0.15% 150
2025
Q2 		$10.6M Sell
134,952
-3,373
-2% -$264K 0.15% 151
2025
Q1 		$10.8M Sell
138,325
-13,502
-9% -$1.05M 0.18% 126
2024
Q4 		$11.7M Sell
151,827
-3,175
-2% -$246K 0.2% 114
2024
Q3 		$12.2M Sell
155,002
-9,839
-6% -$766K 0.22% 101
2024
Q2 		$12.6M Sell
164,841
-12,060
-7% -$920K 0.25% 86
2024
Q1 		$13.6M Sell
176,901
-5,712
-3% -$438K 0.31% 75
2023
Q4 		$14.1M Buy
182,613
+26,204
+17% +$1.98M 0.36% 65
2023
Q3 		$11.8M Buy
156,409
+16,260
+12% +$1.23M 0.37% 61
2023
Q2 		$10.6M Buy
140,149
+29,766
+27% +$2.27M 0.36% 66
2023
Q1 		$8.44M Buy
110,383
+36,978
+50% +$2.8M 0.34% 78
2022
Q4 		$5.53M Buy
73,405
+4,009
+6% +$301K 0.28% 100
2022
Q3 		$5.19M Buy
69,396
+1,377
+2% +$105K 0.3% 84
2022
Q2 		$5.22M Buy
68,019
+6,610
+11% +$509K 0.3% 85
2022
Q1 		$4.78M Sell
61,409
-61,965
-50% -$4.92M 0.24% 103
2021
Q4 		$9.97M Buy
123,374
+16,679
+16% +$1.36M 0.48% 37
2021
Q3 		$8.74M Buy
106,695
+7,119
+7% +$585K 0.49% 34
2021
Q2 		$8.18M Sell
99,576
-1,180
-1% -$97.1K 0.5% 35
2021
Q1 		$8.28M Sell
100,756
-1,825
-2% -$151K 0.58% 29
2020
Q4 		$8.5M Buy
102,581
+7,867
+8% +$652K 0.63% 25
2020
Q3 		$7.87M Buy
+94,714
New +$7.87M 0.68% 25

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Kestra Private Wealth Services's BSV Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Vanguard Short-Term Bond ETF (BSV) stake by 1.4% in Q2 2026, selling an estimated $174K and leaving 157,682 shares worth $12.3M. The position accounts for 0.14% of the portfolio, ranked #163.

Kestra Private Wealth Services first reported a position in BSV in Q3 2020 and has held it in 24 quarters since. The position peaked at $14.1M in Q4 2023. 1,356 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Kestra Private Wealth Services held 157,682 shares of Vanguard Short-Term Bond ETF worth $12.3M as of Q2 2026.
  • Kestra Private Wealth Services sold 2,234 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $174K.
  • Vanguard Short-Term Bond ETF made up 0.14% of Kestra Private Wealth Services's portfolio in Q2 2026, its #163 holding.
  • Kestra Private Wealth Services first reported a position in Vanguard Short-Term Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • Kestra Private Wealth Services's Vanguard Short-Term Bond ETF position peaked at $14.1M in Q4 2023.
  • 1,356 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.