Lockerman Financial Group
BSV icon

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

Lockerman Financial Group’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
Q3 		$285K Sell
3,732
-150
-4% -$11.6K 0.41% 71
2026
Q2 		$302K Buy
3,882
+314
+9% +$24.5K 0.46% 62
2026
Q1 		$280K Sell
3,568
-68
-2% -$5.35K 0.5% 67
2025
Q4 		$287K Sell
3,636
-450
-11% -$35.5K 0.55% 61
2025
Q3 		$322K Buy
4,086
+5
+0.1% +$393 0.41% 82
2025
Q2 		$321K Buy
4,081
+165
+4% +$12.9K 0.43% 79
2025
Q1 		$307K Sell
3,916
-467
-11% -$36.3K 0.46% 73
2024
Q4 		$339K Buy
4,383
+567
+15% +$44K 0.58% 53
2024
Q3 		$300K Sell
3,816
-277
-7% -$21.6K 0.51% 68
2024
Q2 		$314K Sell
4,093
-64
-2% -$4.88K 0.57% 59
2024
Q1 		$319K Buy
4,157
+210
+5% +$16.1K 0.61% 49
2023
Q4 		$304K Sell
3,947
-1,557
-28% -$118K 0.7% 46
2023
Q3 		$414K Sell
5,504
-1,458
-21% -$110K 1.11% 27
2023
Q2 		$526K Sell
6,962
-6,057
-47% -$462K 1.46% 18
2023
Q1 		$996K Buy
13,019
+1,046
+9% +$79.3K 2.74% 9
2022
Q4 		$901K Buy
11,973
+1,205
+11% +$90.4K 2.63% 8
2022
Q3 		$805K Buy
+10,768
New +$823K 2.32% 11
2022
Q2 		– Sell
-3,182
Closed -$248K – 65
2022
Q1 		$248K Buy
3,182
+285
+10% +$22.6K 0.67% 55
2021
Q4 		$234K Buy
+2,897
New +$236K 0.61% 53

Other funds holding BSV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Lincoln National Corp
Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
True Link Financial Advisors
True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Willow Creek Wealth Management
Willow Creek Wealth Management Sebastopol, California $1.52B AUM
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Lockerman Financial Group's BSV Position: Q3 2026 in Review

Lockerman Financial Group reduced its Vanguard Short-Term Bond ETF (BSV) stake by 3.9% in Q3 2026, selling an estimated $11.6K and leaving 3,732 shares worth $285K. The position accounts for 0.41% of the portfolio, ranked #71.

Lockerman Financial Group first reported a position in BSV in Q4 2021 and has held it in 19 quarters since. The position peaked at $996K in Q1 2023. 921 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

  • Lockerman Financial Group held 3,732 shares of Vanguard Short-Term Bond ETF worth $285K as of Q3 2026.
  • Lockerman Financial Group sold 150 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $11.6K.
  • Vanguard Short-Term Bond ETF made up 0.41% of Lockerman Financial Group's portfolio in Q3 2026, its #71 holding.
  • Lockerman Financial Group first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Lockerman Financial Group's Vanguard Short-Term Bond ETF position peaked at $996K in Q1 2023.
  • 921 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Lockerman Financial Group's 13F filing for Q3 2026, filed 19 Oct 2026.