Navalign LLC
BSV icon

Navalign LLC’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Navalign 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
Q3 		$1.77M Sell
23,194
-5,706
-20% -$441K 0.41% 43
2026
Q2 		$2.25M Buy
28,900
+1,503
+5% +$117K 0.52% 28
2026
Q1 		$2.15M Sell
27,397
-198
-0.7% -$15.6K 0.54% 28
2025
Q4 		$2.17M Buy
27,595
+1,430
+5% +$113K 0.53% 28
2025
Q3 		$2.06M Buy
26,165
+1,949
+8% +$153K 0.54% 29
2025
Q2 		$1.91M Sell
24,216
-5,744
-19% -$449K 0.53% 30
2025
Q1 		$2.35M Buy
29,960
+1,709
+6% +$133K 0.67% 25
2024
Q4 		$2.18M Buy
28,251
+2,313
+9% +$180K 0.64% 26
2024
Q3 		$2.04M Sell
25,938
-428
-2% -$33.3K 0.6% 26
2024
Q2 		$2.02M Buy
26,366
+144
+0.5% +$11K 0.64% 26
2024
Q1 		$2.01M Buy
26,222
+1,804
+7% +$138K 0.67% 24
2023
Q4 		$1.88M Sell
24,418
-494
-2% -$37.4K 0.66% 25
2023
Q3 		$1.87M Sell
24,912
-577
-2% -$43.5K 0.71% 23
2023
Q2 		$1.93M Sell
25,489
-1,092
-4% -$83.2K 0.77% 21
2023
Q1 		$2.03M Buy
26,581
+198
+0.8% +$15K 0.85% 17
2022
Q4 		$1.99M Sell
26,383
-2,344
-8% -$176K 0.82% 19
2022
Q3 		$2.15M Sell
28,727
-2,401
-8% -$183K 0.97% 16
2022
Q2 		$2.39M Sell
31,128
-3,308
-10% -$255K 1.04% 16
2022
Q1 		$2.66M Sell
34,436
-6,173
-15% -$490K 1.12% 16
2021
Q4 		$3.28M Sell
40,609
-10,959
-21% -$891K 1.31% 12
2021
Q3 		$4.22M Sell
51,568
-2,533
-5% -$208K 1.79% 12
2021
Q2 		$4.43M Sell
54,101
-39,763
-42% -$3.27M 1.87% 12
2021
Q1 		$7.72M Buy
+93,864
New +$7.75M 3.41% 11

Other funds holding BSV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Lincoln National Corp
Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
True Link Financial Advisors
True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Willow Creek Wealth Management
Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Navalign LLC's BSV Position: Q3 2026 in Review

Navalign LLC reduced its Vanguard Short-Term Bond ETF (BSV) stake by 20% in Q3 2026, selling an estimated $441K and leaving 23,194 shares worth $1.77M. The position accounts for 0.41% of the portfolio, ranked #43.

Navalign LLC first reported a position in BSV in Q1 2021 and has held it in 23 quarters since. The position peaked at $7.72M in Q1 2021. 953 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

  • Navalign LLC held 23,194 shares of Vanguard Short-Term Bond ETF worth $1.77M as of Q3 2026.
  • Navalign LLC sold 5,706 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $441K.
  • Vanguard Short-Term Bond ETF made up 0.41% of Navalign LLC's portfolio in Q3 2026, its #43 holding.
  • Navalign LLC first reported a position in Vanguard Short-Term Bond ETF in Q1 2021 and has held it in 23 quarters since.
  • Navalign LLC's Vanguard Short-Term Bond ETF position peaked at $7.72M in Q1 2021.
  • 953 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Navalign LLC's 13F filing for Q3 2026, filed 9 Nov 2026.