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

Mustard Seed 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 Q1	$16M	Buy	204,233 +3,341	+2%	+$263K	9.6%	1
2025 Q4	$15.8M	Buy	200,892 +4,587	+2%	+$362K	9.95%	1
2025 Q3	$15.5M	Sell	196,305 -2,039	-1%	-$160K	9.96%	1
2025 Q2	$15.6M	Buy	198,344 +1,443	+0.7%	+$113K	11.24%	1
2025 Q1	$15.4M	Sell	196,901 -2,356	-1%	-$183K	12.4%	1
2024 Q4	$15.4M	Buy	199,257 +6,969	+4%	+$541K	12.51%	1
2024 Q3	$15.1M	Buy	192,288 +22,639	+13%	+$1.76M	12.56%	1
2024 Q2	$13M	Sell	169,649 -105	-0.1%	-$8.01K	12.45%	1
2024 Q1	$13M	Sell	169,754 -6,356	-4%	-$488K	12.99%	1
2023 Q4	$13.6M	Buy	+176,110	New	+$13.3M	15.32%	1

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

Mustard Seed Financial's BSV Position: Q1 2026 in Review

Mustard Seed Financial increased its Vanguard Short-Term Bond ETF (BSV) stake by 1.7% in Q1 2026, buying an estimated $263K and bringing the position to 204,233 shares worth $16M. The position accounts for 9.6% of the portfolio, ranked #1.

Mustard Seed Financial first reported a position in BSV in Q4 2023 and has held it in 10 quarters since. 1,335 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Mustard Seed Financial held 204,233 shares of Vanguard Short-Term Bond ETF worth $16M as of Q1 2026.
Mustard Seed Financial bought 3,341 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $263K.
Vanguard Short-Term Bond ETF made up 9.6% of Mustard Seed Financial's portfolio in Q1 2026, its #1 holding.
Mustard Seed Financial first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 10 quarters since.
1,335 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Mustard Seed Financial's 13F filing for Q1 2026, filed 27 Apr 2026.