Manuka Financial’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Manuka Financial’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	$5.09M	Buy	66,677 +408	+0.6%	+$31.5K	2.54%	13
2026 Q2	$5.16M	Sell	66,269 -4,095	-6%	-$320K	2.68%	11
2026 Q1	$5.52M	Buy	70,364 +2,817	+4%	+$222K	3.41%	10
2025 Q4	$5.32M	Sell	67,547 -5,846	-8%	-$461K	3.3%	10
2025 Q3	$5.79M	Buy	73,393 +6,125	+9%	+$482K	3.6%	8
2025 Q2	$5.29M	Buy	67,268 +6,375	+10%	+$498K	2.89%	7
2025 Q1	$4.77M	Buy	60,893 +1,005	+2%	+$78K	3.09%	8
2024 Q4	$4.63M	Buy	+59,888	New	+$4.65M	3.12%	8

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

LPL Financial San Diego, California $468B AUM 17.69% 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

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Manuka Financial's BSV Position: Q3 2026 in Review

Manuka Financial increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.62% in Q3 2026, buying an estimated $31.5K and bringing the position to 66,677 shares worth $5.09M. The position accounts for 2.54% of the portfolio, ranked #13.

Manuka Financial first reported a position in BSV in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.79M in Q3 2025. 953 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

Manuka Financial held 66,677 shares of Vanguard Short-Term Bond ETF worth $5.09M as of Q3 2026.
Manuka Financial bought 408 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $31.5K.
Vanguard Short-Term Bond ETF made up 2.54% of Manuka Financial's portfolio in Q3 2026, its #13 holding.
Manuka Financial first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 8 quarters since.
Manuka Financial's Vanguard Short-Term Bond ETF position peaked at $5.79M in Q3 2025.
953 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Manuka Financial's 13F filing for Q3 2026, filed 15 Oct 2026.