LFP
BSV icon

Leeward Financial Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Leeward Financial Partners’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 		$3.21M Buy
41,220
+3,443
+9% +$269K 0.84% 39
2026
Q1 		$2.96M Sell
37,777
-430
-1% -$33.9K 0.88% 38
2025
Q4 		$3.01M Buy
38,207
+324
+0.9% +$25.6K 0.85% 36
2025
Q3 		$2.99M Buy
37,883
+1,174
+3% +$92.3K 0.85% 36
2025
Q2 		$2.89M Buy
36,709
+5,185
+16% +$405K 0.92% 36
2025
Q1 		$2.47M Buy
31,524
+2,769
+10% +$215K 0.92% 35
2024
Q4 		$2.22M Buy
28,755
+2,196
+8% +$170K 0.79% 38
2024
Q3 		$2.09M Buy
26,559
+460
+2% +$35.8K 0.79% 38
2024
Q2 		$2M Sell
26,099
-386
-1% -$29.4K 0.81% 38
2024
Q1 		$2.03M Sell
26,485
-220
-0.8% -$16.9K 0.86% 36
2023
Q4 		$2.06M Sell
26,705
-1,222
-4% -$92.5K 0.99% 36
2023
Q3 		$2.1M Sell
27,927
-2,021
-7% -$152K 1.16% 33
2023
Q2 		$2.26M Sell
29,948
-10,914
-27% -$832K 1.3% 31
2023
Q1 		$3.13M Buy
40,862
+1,963
+5% +$149K 1.91% 17
2022
Q4 		$2.93M Sell
38,899
-8,553
-18% -$642K 2.02% 16
2022
Q3 		$3.55M Buy
47,452
+1,258
+3% +$96.1K 2.55% 13
2022
Q2 		$3.55M Buy
46,194
+5,491
+13% +$423K 2.43% 16
2022
Q1 		$3.17M Buy
40,703
+3,698
+10% +$294K 1.96% 18
2021
Q4 		$2.99M Buy
+37,005
New +$3.01M 1.87% 16

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

Leeward Financial Partners's BSV Position: Q2 2026 in Review

Leeward Financial Partners increased its Vanguard Short-Term Bond ETF (BSV) stake by 9.1% in Q2 2026, buying an estimated $269K and bringing the position to 41,220 shares worth $3.21M. The position accounts for 0.84% of the portfolio, ranked #39.

Leeward Financial Partners first reported a position in BSV in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.55M in Q3 2022. 1,348 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Leeward Financial Partners held 41,220 shares of Vanguard Short-Term Bond ETF worth $3.21M as of Q2 2026.
  • Leeward Financial Partners bought 3,443 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $269K.
  • Vanguard Short-Term Bond ETF made up 0.84% of Leeward Financial Partners's portfolio in Q2 2026, its #39 holding.
  • Leeward Financial Partners first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Leeward Financial Partners's Vanguard Short-Term Bond ETF position peaked at $3.55M in Q3 2022.
  • 1,348 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Leeward Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.