AWL
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AFFINITY WEALTH LLC’s Vanguard Short-Term Bond ETF BSV Stock Holding History

AFFINITY WEALTH LLC’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 		– Sell
-410
Closed -$32.3K – 29
2025
Q4 		$32.3K Hold
410
– – 0.02% 23
2025
Q3 		$32.4K Hold
410
– – 0.02% 24
2025
Q2 		$32.3K Buy
+410
New +$32.1K 0.03% 23

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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

AFFINITY WEALTH LLC's BSV Position: Q1 2026 in Review

AFFINITY WEALTH LLC sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2026, closing a stake of 410 shares — an estimated $32.3K sold.

AFFINITY WEALTH LLC first reported a position in BSV in Q2 2025 and held it in 3 quarters. The position peaked at $32.4K in Q3 2025. 1,341 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • AFFINITY WEALTH LLC reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
  • AFFINITY WEALTH LLC sold 410 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $32.3K.
  • AFFINITY WEALTH LLC first reported a position in Vanguard Short-Term Bond ETF in Q2 2025 and held it in 3 quarters.
  • AFFINITY WEALTH LLC's Vanguard Short-Term Bond ETF position peaked at $32.4K in Q3 2025.
  • 1,341 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on AFFINITY WEALTH LLC's 13F filing for Q1 2026, filed 26 Aug 2026.