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 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 $67.6B AUM 18.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Maia Wealth's BSV Position: Q1 2026 in Review

Maia Wealth increased its Vanguard Short-Term Bond ETF (BSV) stake by 2.9% in Q1 2026, buying an estimated $9.92K and bringing the position to 4,470 shares worth $350K. The position accounts for 0.06% of the portfolio, ranked #268.

Maia Wealth first reported a position in BSV in Q4 2023 and has held it in 9 quarters since. The position peaked at $892K in Q3 2025. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Maia Wealth held 4,470 shares of Vanguard Short-Term Bond ETF worth $350K as of Q1 2026.
Maia Wealth bought 126 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $9.92K.
Vanguard Short-Term Bond ETF made up 0.06% of Maia Wealth's portfolio in Q1 2026, its #268 holding.
Maia Wealth first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 9 quarters since.
Maia Wealth's Vanguard Short-Term Bond ETF position peaked at $892K in Q3 2025.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Maia Wealth's 13F filing for Q1 2026, filed 8 May 2026.