Martel Wealth Advisors’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 | $77.6M | Buy |
996,458
+58,179
| +6% | +$4.54M | 12.21% | 4 |
|
|
2026
Q1 | $73.6M | Buy |
938,279
+53,940
| +6% | +$4.25M | 12.52% | 4 |
|
|
2025
Q4 | $69.7M | Buy |
884,339
+44,415
| +5% | +$3.5M | 11.9% | 4 |
|
|
2025
Q3 | $66.3M | Buy |
839,924
+43,392
| +5% | +$3.41M | 11.61% | 4 |
|
|
2025
Q2 | $62.7M | Buy |
796,532
+15,702
| +2% | +$1.23M | 11.62% | 4 |
|
|
2025
Q1 | $61.1M | Buy |
780,830
+13,368
| +2% | +$1.04M | 12.18% | 4 |
|
|
2024
Q4 | $59.3M | Buy |
767,462
+58,261
| +8% | +$4.52M | 11.58% | 4 |
|
|
2024
Q3 | $55.3M | Buy |
709,201
+20,662
| +3% | +$1.61M | 11.32% | 4 |
|
|
2024
Q2 | $52.8M | Buy |
688,539
+22,812
| +3% | +$1.74M | 11.33% | 4 |
|
|
2024
Q1 | $51M | Buy |
665,727
+27,581
| +4% | +$2.12M | 11.07% | 4 |
|
|
2023
Q4 | $49.2M | Buy |
638,146
+11,813
| +2% | +$894K | 11.16% | 4 |
|
|
2023
Q3 | $47.1M | Buy |
626,333
+29,593
| +5% | +$2.23M | 11.71% | 4 |
|
|
2023
Q2 | $45.1M | Buy |
596,740
+13,174
| +2% | +$1M | 10.93% | 4 |
|
|
2023
Q1 | $44.6M | Buy |
583,566
+12,528
| +2% | +$949K | 11.39% | 4 |
|
|
2022
Q4 | $43M | Sell |
571,038
-7,882
| -1% | -$591K | 11.65% | 4 |
|
|
2022
Q3 | $43.3M | Sell |
578,920
-445
| -0.1% | -$34K | 12.4% | 4 |
|
|
2022
Q2 | $44.5M | Sell |
579,365
-1,663
| -0.3% | -$128K | 12.15% | 4 |
|
|
2022
Q1 | $45.3M | Buy |
581,028
+22,579
| +4% | +$1.79M | 11.01% | 4 |
|
|
2021
Q4 | $45.1M | Buy |
558,449
+32,946
| +6% | +$2.68M | 10.68% | 4 |
|
|
2021
Q3 | $43.1M | Buy |
525,503
+24,860
| +5% | +$2.04M | 10.83% | 4 |
|
|
2021
Q2 | $41.1M | Buy |
500,643
+52,949
| +12% | +$4.36M | 10.35% | 4 |
|
|
2021
Q1 | $36.8M | Buy |
447,694
+39,195
| +10% | +$3.24M | 10.19% | 4 |
|
|
2020
Q4 | $33.9M | Buy |
408,499
+32,833
| +9% | +$2.72M | 9.8% | 4 |
|
|
2020
Q3 | $31.2M | Buy |
375,666
+21,535
| +6% | +$1.79M | 10.12% | 4 |
|
|
2020
Q2 | $29.4M | Sell |
354,131
-10,906
| -3% | -$902K | 10.2% | 4 |
|
|
2020
Q1 | $30M | Buy |
365,037
+15,211
| +4% | +$1.24M | 11.71% | 4 |
|
|
2019
Q4 | $28.2M | Buy |
349,826
+9,431
| +3% | +$761K | 9.71% | 4 |
|
|
2019
Q3 | $27.5M | Buy |
340,395
+11,054
| +3% | +$892K | 9.92% | 4 |
|
|
2019
Q2 | $26.5M | Buy |
329,341
+7,279
| +2% | +$580K | 9.66% | 4 |
|
|
2019
Q1 | $25.6M | Buy |
322,062
+3,628
| +1% | +$286K | 9.64% | 4 |
|
|
2018
Q4 | $25M | Buy |
318,434
+3,388
| +1% | +$264K | 10.28% | 4 |
|
|
2018
Q3 | $24.6M | Buy |
+315,046
| New | +$24.6M | 9.36% | 5 |
|
Other funds holding BSV
AF
Martel Wealth Advisors's BSV Position: Q2 2026 in Review
Martel Wealth Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 6.2% in Q2 2026, buying an estimated $4.54M and bringing the position to 996,458 shares worth $77.6M. The position accounts for 12.21% of the portfolio, ranked #4.
Martel Wealth Advisors first reported a position in BSV in Q3 2018 and has held it in 32 quarters since. 1,351 funds tracked by Wall St. Rank hold BSV as of Q2 2026.
- Martel Wealth Advisors held 996,458 shares of Vanguard Short-Term Bond ETF worth $77.6M as of Q2 2026.
- Martel Wealth Advisors bought 58,179 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $4.54M.
- Vanguard Short-Term Bond ETF made up 12.21% of Martel Wealth Advisors's portfolio in Q2 2026, its #4 holding.
- Martel Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q3 2018 and has held it in 32 quarters since.
- 1,351 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.
Based on Martel Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.