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

LifeSteps Financial’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	$109K	Buy	+1,404	New	+$110K	0.05%	144
2022 Q2	–	Sell	-16,728	Closed	-$1.3M	–	77
2022 Q1	$1.3M	Sell	16,728 -1,040	-6%	-$82.6K	0.96%	24
2021 Q4	$1.44M	Sell	17,768 -386	-2%	-$31.4K	1.02%	24
2021 Q3	$1.49M	Sell	18,154 -205	-1%	-$16.8K	1.14%	21
2021 Q2	$1.51M	Sell	18,359 -378	-2%	-$31.1K	1.16%	19
2021 Q1	$1.54M	Sell	18,737 -544	-3%	-$44.9K	1.29%	19
2020 Q4	$1.6M	Sell	19,281 -705	-4%	-$58.4K	1.47%	17
2020 Q3	$1.66M	Sell	19,986 -1,953	-9%	-$162K	1.75%	14
2020 Q2	$1.82M	Sell	21,939 -437	-2%	-$36.1K	2.11%	12
2020 Q1	$1.84M	Sell	22,376 -435	-2%	-$35.3K	2.12%	14
2019 Q4	$1.84M	Buy	+22,811	New	+$1.84M	1.74%	17

Other funds holding BSV

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

MWA

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

LifeSteps Financial's BSV Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q2 2026: 1,404 shares worth $109K. The stake represents 0.05% of the portfolio and ranks #144 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in BSV as recently as Q1 2022.

LifeSteps Financial first reported a position in BSV in Q4 2019 and has held it in 11 quarters since. The position peaked at $1.84M in Q1 2020. 639 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

LifeSteps Financial held 1,404 shares of Vanguard Short-Term Bond ETF worth $109K as of Q2 2026.
Vanguard Short-Term Bond ETF was a new LifeSteps Financial position in Q2 2026.
Vanguard Short-Term Bond ETF made up 0.05% of LifeSteps Financial's portfolio in Q2 2026, its #144 holding.
LifeSteps Financial first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and has held it in 11 quarters since.
LifeSteps Financial's Vanguard Short-Term Bond ETF position peaked at $1.84M in Q1 2020.
639 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.