Lodestar Private Asset Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$406K Buy
5,216
+485
+10% +$37.8K 0.04% 170
2026
Q1
$371K Buy
4,731
+1,027
+28% +$80.9K 0.04% 169
2025
Q4
$292K Sell
3,704
-127
-3% -$10K 0.03% 193
2025
Q3
$302K Buy
3,831
+1,271
+50% +$99.9K 0.03% 192
2025
Q2
$201K Sell
2,560
-302
-11% -$23.6K 0.02% 221
2025
Q1
$224K Buy
2,862
+172
+6% +$13.4K 0.03% 205
2024
Q4
$208K Buy
+2,690
New +$209K 0.03% 208
2023
Q3
Sell
-3,663
Closed -$277K 198
2023
Q2
$277K Sell
3,663
-458
-11% -$34.9K 0.05% 168
2023
Q1
$315K Sell
4,121
-2,198
-35% -$167K 0.06% 153
2022
Q4
$476K Buy
+6,319
New +$474K 0.09% 125

Other funds holding BSV

Lodestar Private Asset Management's BSV Position: Q2 2026 in Review

Lodestar Private Asset Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 10% in Q2 2026, buying an estimated $37.8K and bringing the position to 5,216 shares worth $406K. The position accounts for 0.04% of the portfolio, ranked #170.

Lodestar Private Asset Management first reported a position in BSV in Q4 2022 and has held it in 10 quarters since. The position peaked at $476K in Q4 2022. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Lodestar Private Asset Management held 5,216 shares of Vanguard Short-Term Bond ETF worth $406K as of Q2 2026.
  • Lodestar Private Asset Management bought 485 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $37.8K.
  • Vanguard Short-Term Bond ETF made up 0.04% of Lodestar Private Asset Management's portfolio in Q2 2026, its #170 holding.
  • Lodestar Private Asset Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and has held it in 10 quarters since.
  • Lodestar Private Asset Management's Vanguard Short-Term Bond ETF position peaked at $476K in Q4 2022.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.