Legacy Financial Group (Iowa)
BSV icon

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

Legacy Financial Group (Iowa)’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 		$1.77M Sell
22,782
-11,612
-34% -$906K 0.2% 55
2026
Q1 		$2.7M Sell
34,394
-2,676
-7% -$211K 0.34% 47
2025
Q4 		$2.92M Sell
37,070
-138,701
-79% -$10.9M 0.36% 46
2025
Q3 		$13.9M Buy
175,771
+4,415
+3% +$347K 1.82% 21
2025
Q2 		$13.5M Buy
171,356
+182
+0.1% +$14.2K 1.88% 21
2025
Q1 		$13.4M Buy
171,174
+2,036
+1% +$158K 2.06% 18
2024
Q4 		$13.1M Buy
169,138
+46,584
+38% +$3.62M 2.12% 18
2024
Q3 		$9.64M Buy
122,554
+2,447
+2% +$191K 1.85% 19
2024
Q2 		$9.21M Buy
120,107
+168
+0.1% +$12.8K 1.81% 17
2024
Q1 		$9.2M Buy
119,939
+111,176
+1,269% +$8.53M 1.86% 17
2023
Q4 		$675K Sell
8,763
-112,375
-93% -$8.51M 3.06% 9
2023
Q3 		$9.11M Sell
121,138
-1,766
-1% -$133K 2.14% 15
2023
Q2 		$9.29M Sell
122,904
-20,572
-14% -$1.57M 2.39% 17
2023
Q1 		$11M Sell
143,476
-11,483
-7% -$870K 3% 14
2022
Q4 		$11.7M Sell
154,959
-11,054
-7% -$829K 3.5% 11
2022
Q3 		$12.4M Buy
166,013
+2,715
+2% +$207K 4.15% 8
2022
Q2 		$12.5M Buy
163,298
+3,834
+2% +$295K 3.96% 8
2022
Q1 		$12.4M Buy
159,464
+74,096
+87% +$5.88M 3.64% 8
2021
Q4 		$6.88M Sell
85,368
-53,201
-38% -$4.33M 2.96% 12
2021
Q3 		$11.4M Buy
138,569
+18,154
+15% +$1.49M 3.4% 8
2021
Q2 		$9.89M Buy
+120,415
New +$9.91M 2.99% 9

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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

Legacy Financial Group (Iowa)'s BSV Position: Q2 2026 in Review

Legacy Financial Group (Iowa) reduced its Vanguard Short-Term Bond ETF (BSV) stake by 34% in Q2 2026, selling an estimated $906K and leaving 22,782 shares worth $1.77M. The position accounts for 0.2% of the portfolio, ranked #55.

Legacy Financial Group (Iowa) first reported a position in BSV in Q2 2021 and has held it in 21 quarters since. The position peaked at $13.9M in Q3 2025. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Legacy Financial Group (Iowa) held 22,782 shares of Vanguard Short-Term Bond ETF worth $1.77M as of Q2 2026.
  • Legacy Financial Group (Iowa) sold 11,612 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $906K.
  • Vanguard Short-Term Bond ETF made up 0.2% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #55 holding.
  • Legacy Financial Group (Iowa) first reported a position in Vanguard Short-Term Bond ETF in Q2 2021 and has held it in 21 quarters since.
  • Legacy Financial Group (Iowa)'s Vanguard Short-Term Bond ETF position peaked at $13.9M in Q3 2025.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.