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 Q2	$301K	Sell	3,869 -601	-13%	-$46.9K	0.04%	293
2026 Q1	$350K	Buy	4,470 +126	+3%	+$9.92K	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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Maia Wealth's BSV Position: Q2 2026 in Review

Maia Wealth reduced its Vanguard Short-Term Bond ETF (BSV) stake by 13% in Q2 2026, selling an estimated $46.9K and leaving 3,869 shares worth $301K. The position accounts for 0.04% of the portfolio, ranked #293.

Maia Wealth first reported a position in BSV in Q4 2023 and has held it in 10 quarters since. The position peaked at $892K in Q3 2025. 1,361 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Maia Wealth held 3,869 shares of Vanguard Short-Term Bond ETF worth $301K as of Q2 2026.
Maia Wealth sold 601 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $46.9K.
Vanguard Short-Term Bond ETF made up 0.04% of Maia Wealth's portfolio in Q2 2026, its #293 holding.
Maia Wealth first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 10 quarters since.
Maia Wealth's Vanguard Short-Term Bond ETF position peaked at $892K in Q3 2025.
1,361 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.