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MBL Wealth’s Vanguard Short-Term Bond ETF BSV Stock Holding History

MBL 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 		$865K Hold
11,105
– – 0.06% 152
2026
Q1 		$871K Sell
11,105
-130
-1% -$10.2K 0.07% 135
2025
Q4 		$885K Sell
11,235
-775
-6% -$61.1K 0.07% 131
2025
Q3 		$948K Sell
12,010
-125
-1% -$9.83K 0.08% 117
2025
Q2 		$955K Sell
12,135
-100
-0.8% -$7.82K 0.09% 105
2025
Q1 		$958K Sell
12,235
-1,200
-9% -$93.2K 0.1% 102
2024
Q4 		$1.04M Buy
13,435
+900
+7% +$69.8K 0.1% 93
2024
Q3 		$986K Sell
12,535
-400
-3% -$31.2K 0.11% 93
2024
Q2 		$992K Sell
12,935
-11,585
-47% -$884K 0.11% 91
2024
Q1 		$1.88M Buy
24,520
+6,450
+36% +$495K 0.21% 59
2023
Q4 		$1.39M Sell
18,070
-1,120
-6% -$84.8K 0.17% 66
2023
Q3 		$1.44M Buy
19,190
+2,900
+18% +$219K 0.2% 56
2023
Q2 		$1.23M Buy
16,290
+870
+6% +$66.3K 0.17% 63
2023
Q1 		$1.18M Sell
15,420
-13,440
-47% -$1.02M 0.18% 59
2022
Q4 		$2.17M Sell
28,860
-35,725
-55% -$2.68M 0.42% 43
2022
Q3 		$4.83M Sell
64,585
-495
-0.8% -$37.8K 1.04% 21
2022
Q2 		$5M Sell
65,080
-16,695
-20% -$1.29M 1.25% 23
2022
Q1 		$6.37M Buy
+81,775
New +$6.49M 1.55% 18
2021
Q3 		$5.3M Buy
+64,745
New +$5.32M 1.83% 16
2021
Q1 		$5.84M Sell
71,010
-3,280
-4% -$271K 2.04% 14
2020
Q4 		$6.16M Buy
+74,290
New +$6.16M 2.44% 14

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

MBL Wealth's BSV Position: Q2 2026 in Review

MBL Wealth held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2026 at 11,105 shares worth $865K. The position accounts for 0.06% of the portfolio, ranked #152.

MBL Wealth first reported a position in BSV in Q4 2020 and has held it in 21 quarters since. The position peaked at $6.37M in Q1 2022. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • MBL Wealth held 11,105 shares of Vanguard Short-Term Bond ETF worth $865K as of Q2 2026.
  • MBL Wealth left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2026.
  • Vanguard Short-Term Bond ETF made up 0.06% of MBL Wealth's portfolio in Q2 2026, its #152 holding.
  • MBL Wealth first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and has held it in 21 quarters since.
  • MBL Wealth's Vanguard Short-Term Bond ETF position peaked at $6.37M in Q1 2022.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.