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

Maia 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 Q3	$285K	Sell	3,728 -141	-4%	-$10.9K	0.04%	289
2026 Q2	$301K	Sell	3,869 -601	-13%	-$46.9K	0.04%	293
2026 Q1	$350K	Buy	4,470 +126	+3%	+$9.9K	0.06%	268
2025 Q4	$343K	Sell	4,344 -6,977	-62%	-$550K	0.06%	264
2025 Q3	$892K	Buy	11,321 +1,543	+16%	+$121K	0.15%	156
2025 Q2	$770K	Buy	9,778 +331	+4%	+$25.9K	0.15%	155
2025 Q1	$737K	Sell	9,447 -417	-4%	-$32.4K	0.17%	137
2024 Q4	$765K	Buy	9,864 +2,306	+31%	+$179K	0.16%	121
2024 Q3	$588K	Sell	7,558 -732	-9%	-$57K	0.15%	131
2024 Q2	$640K	Buy	+8,290	New	+$632K	0.19%	100
2023 Q4	$784K	Buy	+10,181	New	+$771K	0.32%	63

Other funds holding BSV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.92B AUM 9.33% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Maia Wealth's BSV Position: Q3 2026 in Review

Maia Wealth reduced its Vanguard Short-Term Bond ETF (BSV) stake by 3.6% in Q3 2026, selling an estimated $10.9K and leaving 3,728 shares worth $285K. The position accounts for 0.04% of the portfolio, ranked #289.

Maia Wealth first reported a position in BSV in Q4 2023 and has held it in 11 quarters since. The position peaked at $892K in Q3 2025. 1,125 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

Maia Wealth held 3,728 shares of Vanguard Short-Term Bond ETF worth $285K as of Q3 2026.
Maia Wealth sold 141 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $10.9K.
Vanguard Short-Term Bond ETF made up 0.04% of Maia Wealth's portfolio in Q3 2026, its #289 holding.
Maia Wealth first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
Maia Wealth's Vanguard Short-Term Bond ETF position peaked at $892K in Q3 2025.
1,125 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.