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Keystone Financial Group (Georgia)’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Keystone Financial Group (Georgia)’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 		– Sell
-3,157
Closed -$249K – 138
2025
Q4 		$249K Sell
3,157
-239
-7% -$18.9K 0.13% 57
2025
Q3 		$268K Sell
3,396
-361
-10% -$28.4K 0.15% 53
2025
Q2 		$294K Sell
3,757
-1,130
-23% -$88.3K 0.19% 48
2025
Q1 		$382K Buy
4,887
+111
+2% +$8.62K 0.27% 42
2024
Q4 		$369K Buy
+4,776
New +$371K 0.3% 45

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Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Keystone Financial Group (Georgia)'s BSV Position: Q1 2026 in Review

Keystone Financial Group (Georgia) sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2026, closing a stake of 3,157 shares — an estimated $249K sold.

Keystone Financial Group (Georgia) first reported a position in BSV in Q4 2024 and held it in 5 quarters. The position peaked at $382K in Q1 2025. 1,333 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Keystone Financial Group (Georgia) reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Keystone Financial Group (Georgia) sold 3,157 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $249K.
  • Keystone Financial Group (Georgia) first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and held it in 5 quarters.
  • Keystone Financial Group (Georgia)'s Vanguard Short-Term Bond ETF position peaked at $382K in Q1 2025.
  • 1,333 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q1 2026, filed 21 Apr 2026.