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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

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

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

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

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

Kestra Private Wealth Services's BSV Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.83% in Q1 2026, buying an estimated $104K and bringing the position to 159,916 shares worth $12.5M. The position accounts for 0.15% of the portfolio, ranked #144.

Kestra Private Wealth Services first reported a position in BSV in Q3 2020 and has held it in 23 quarters since. The position peaked at $14.1M in Q4 2023. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Kestra Private Wealth Services held 159,916 shares of Vanguard Short-Term Bond ETF worth $12.5M as of Q1 2026.
Kestra Private Wealth Services bought 1,317 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $104K.
Vanguard Short-Term Bond ETF made up 0.15% of Kestra Private Wealth Services's portfolio in Q1 2026, its #144 holding.
Kestra Private Wealth Services first reported a position in Vanguard Short-Term Bond ETF in Q3 2020 and has held it in 23 quarters since.
Kestra Private Wealth Services's Vanguard Short-Term Bond ETF position peaked at $14.1M in Q4 2023.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.