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Linscomb Wealth’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Linscomb Wealth’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 		$434K Sell
5,538
-14
-0.3% -$1.1K 0.02% 248
2025
Q4 		$438K Sell
5,552
-157
-3% -$12.4K 0.02% 234
2025
Q3 		$451K Buy
5,709
+210
+4% +$16.5K 0.02% 235
2025
Q2 		$433K Buy
5,499
+183
+3% +$14.3K 0.02% 241
2025
Q1 		$416K Buy
5,316
+921
+21% +$71.5K 0.02% 237
2024
Q4 		$340K Buy
4,395
+7
+0.2% +$543 0.02% 247
2024
Q3 		$345K Sell
4,388
-32
-0.7% -$2.49K 0.02% 241
2024
Q2 		$339K Sell
4,420
-1,263
-22% -$96.4K 0.02% 236
2024
Q1 		$436K Sell
5,683
-143
-2% -$11K 0.02% 222
2023
Q4 		$449K Sell
5,826
-902
-13% -$68.3K 0.02% 217
2023
Q3 		$506K Sell
6,728
-780
-10% -$58.8K 0.03% 209
2023
Q2 		$567K Sell
7,508
-4,186
-36% -$319K 0.03% 200
2023
Q1 		$894K Sell
11,694
-515
-4% -$39K 0.05% 172
2022
Q4 		$919K Sell
12,209
-1,872
-13% -$140K 0.05% 182
2022
Q3 		$1.05M Sell
14,081
-3,995
-22% -$305K 0.06% 153
2022
Q2 		$1.39M Buy
18,076
+1,411
+8% +$109K 0.08% 141
2022
Q1 		$1.3M Buy
16,665
+279
+2% +$22.1K 0.06% 165
2021
Q4 		$1.32M Buy
16,386
+2,060
+14% +$168K 0.06% 159
2021
Q3 		$1.17M Sell
14,326
-772
-5% -$63.4K 0.06% 156
2021
Q2 		$1.24M Buy
15,098
+12,588
+502% +$1.04M 0.06% 154
2021
Q1 		$206K Buy
+2,510
New +$207K 0.01% 318
2020
Q2 		– Sell
-3,895
Closed -$320K – 310
2020
Q1 		$320K Buy
3,895
+1,354
+53% +$110K 0.03% 316
2019
Q4 		$205K Buy
+2,541
New +$205K 0.01% 404

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
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

Linscomb Wealth's BSV Position: Q1 2026 in Review

Linscomb Wealth reduced its Vanguard Short-Term Bond ETF (BSV) stake by 0.25% in Q1 2026, selling an estimated $1.1K and leaving 5,538 shares worth $434K. The position accounts for 0.02% of the portfolio, ranked #248.

Linscomb Wealth first reported a position in BSV in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.39M in Q2 2022. 1,335 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Linscomb Wealth held 5,538 shares of Vanguard Short-Term Bond ETF worth $434K as of Q1 2026.
  • Linscomb Wealth sold 14 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $1.1K.
  • Vanguard Short-Term Bond ETF made up 0.02% of Linscomb Wealth's portfolio in Q1 2026, its #248 holding.
  • Linscomb Wealth first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and has held it in 23 quarters since.
  • Linscomb Wealth's Vanguard Short-Term Bond ETF position peaked at $1.39M in Q2 2022.
  • 1,335 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Linscomb Wealth's 13F filing for Q1 2026, filed 11 May 2026.