Maimon Wealth 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
$6.84M Buy
87,735
+9,830
+13% +$767K 5.27% 3
2026
Q1
$6.1M Buy
77,905
+7,770
+11% +$612K 5.35% 3
2025
Q4
$5.53M Buy
+70,135
New +$5.53M 5.14% 3

Other funds holding BSV

Maimon Wealth Management's BSV Position: Q2 2026 in Review

Maimon Wealth Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 13% in Q2 2026, buying an estimated $767K and bringing the position to 87,735 shares worth $6.84M. The position accounts for 5.27% of the portfolio, ranked #3.

Maimon Wealth Management first reported a position in BSV in Q4 2025 and has held it in 3 quarters since. 1,348 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Maimon Wealth Management held 87,735 shares of Vanguard Short-Term Bond ETF worth $6.84M as of Q2 2026.
  • Maimon Wealth Management bought 9,830 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $767K.
  • Vanguard Short-Term Bond ETF made up 5.27% of Maimon Wealth Management's portfolio in Q2 2026, its #3 holding.
  • Maimon Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,348 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Maimon Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.