KL
BSV icon

KWMG LLC’s Vanguard Short-Term Bond ETF BSV Stock Holding History

KWMG LLC’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 		$25.6M Buy
328,412
+37,183
+13% +$2.9M 1.85% 16
2026
Q1 		$22.8M Buy
291,229
+19,384
+7% +$1.53M 1.91% 13
2025
Q4 		$21.4M Buy
271,845
+32,211
+13% +$2.54M 1.85% 14
2025
Q3 		$18.9M Buy
239,634
+57,765
+32% +$4.54M 1.66% 15
2025
Q2 		$14.3M Buy
181,869
+56,868
+45% +$4.45M 1.34% 21
2025
Q1 		$9.79M Sell
125,001
-176,935
-59% -$13.7M 1% 30
2024
Q4 		$23.3M Buy
301,936
+4,932
+2% +$383K 2.4% 10
2024
Q3 		$23.4M Buy
297,004
+10,467
+4% +$815K 2.35% 10
2024
Q2 		$22M Buy
286,537
+17,796
+7% +$1.36M 2.37% 10
2024
Q1 		$20.6M Buy
268,741
+8,521
+3% +$654K 2.25% 11
2023
Q4 		$20M Buy
260,220
+678
+0.3% +$51.3K 2.35% 10
2023
Q3 		$19.5M Buy
259,542
+6,354
+3% +$479K 2.45% 8
2023
Q2 		$19.1M Buy
253,188
+24,888
+11% +$1.9M 2.37% 9
2023
Q1 		$17.5M Buy
228,300
+3,871
+2% +$293K 2.36% 7
2022
Q4 		$16.9M Sell
224,429
-2,036
-0.9% -$153K 2.4% 7
2022
Q3 		$16.9M Buy
226,465
+5,795
+3% +$443K 2.61% 7
2022
Q2 		$16.9M Sell
220,670
-2,571
-1% -$198K 2.55% 7
2022
Q1 		$17.4M Buy
223,241
+6,781
+3% +$538K 2.38% 8
2021
Q4 		$17.5M Buy
216,460
+3,487
+2% +$284K 2.37% 8
2021
Q3 		$17.5M Buy
212,973
+2,121
+1% +$174K 2.55% 9
2021
Q2 		$17.4M Buy
210,852
+4,250
+2% +$350K 2.6% 8
2021
Q1 		$17M Sell
206,602
-111,718
-35% -$9.22M 2.71% 6
2020
Q4 		$26.4M Sell
318,320
-7,578
-2% -$628K 4.72% 2
2020
Q3 		$27.1M Buy
325,898
+3,640
+1% +$302K 5.47% 2
2020
Q2 		$26.8M Buy
322,258
+12,383
+4% +$1.02M 5.79% 1
2020
Q1 		$25.5M Sell
309,875
-1,165
-0.4% -$94.6K 6.81% 1
2019
Q4 		$25.1M Buy
311,040
+13,496
+5% +$1.09M 5.5% 4
2019
Q3 		$24M Buy
297,544
+10,456
+4% +$843K 5.77% 3
2019
Q2 		$23.1M Buy
287,088
+12,319
+4% +$982K 5.57% 5
2019
Q1 		$21.9M Buy
274,769
+11,928
+5% +$941K 5.42% 4
2018
Q4 		$20.7M Sell
262,841
-8,798
-3% -$686K 5.65% 3
2018
Q3 		$21.2M Buy
271,639
+14,478
+6% +$1.13M 5.42% 5
2018
Q2 		$20.1M Buy
257,161
+12,153
+5% +$949K 5.5% 4
2018
Q1 		$19.2M Buy
245,008
+3,636
+2% +$286K 5.66% 4
2017
Q4 		$19.1M Buy
241,372
+22,202
+10% +$1.76M 5.75% 3
2017
Q3 		$17.5M Buy
219,170
+10,344
+5% +$827K 5.77% 2
2017
Q2 		$16.7M Buy
208,826
+15,794
+8% +$1.26M 5.9% 2
2017
Q1 		$15.4M Buy
193,032
+35,861
+23% +$2.85M 5.94% 2
2016
Q4 		$12.5M Buy
157,171
+14,403
+10% +$1.15M 5.43% 2
2016
Q3 		$11.5M Buy
142,768
+11,517
+9% +$931K 5.61% 1
2016
Q2 		$10.6M Buy
131,251
+3,462
+3% +$279K 5.75% 1
2016
Q1 		$10.3M Buy
127,789
+12,651
+11% +$1.01M 6.06% 1
2015
Q4 		$9.16M Buy
115,138
+4,390
+4% +$351K 6.19% 1
2015
Q3 		$8.9M Sell
110,748
-32,020
-22% -$2.57M 6.71% 1
2015
Q2 		$11.4M Buy
142,768
+14,686
+11% +$1.18M 8.38% 1
2015
Q1 		$10.3M Buy
128,082
+4,076
+3% +$327K 8.22% 1
2014
Q4 		$9.94M Buy
+124,006
New +$9.95M 8.29% 1

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

KWMG LLC's BSV Position: Q2 2026 in Review

KWMG LLC increased its Vanguard Short-Term Bond ETF (BSV) stake by 13% in Q2 2026, buying an estimated $2.9M and bringing the position to 328,412 shares worth $25.6M. The position accounts for 1.85% of the portfolio, ranked #16.

KWMG LLC first reported a position in BSV in Q4 2014 and has held it in 47 quarters since. The position peaked at $27.1M in Q3 2020. 1,351 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • KWMG LLC held 328,412 shares of Vanguard Short-Term Bond ETF worth $25.6M as of Q2 2026.
  • KWMG LLC bought 37,183 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $2.9M.
  • Vanguard Short-Term Bond ETF made up 1.85% of KWMG LLC's portfolio in Q2 2026, its #16 holding.
  • KWMG LLC first reported a position in Vanguard Short-Term Bond ETF in Q4 2014 and has held it in 47 quarters since.
  • KWMG LLC's Vanguard Short-Term Bond ETF position peaked at $27.1M in Q3 2020.
  • 1,351 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on KWMG LLC's 13F filing for Q2 2026, filed 8 Jul 2026.