Navigate Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Bought
Maintained
Sold
Other funds holding BSV
AF
Navigate Wealth Management's BSV Position: Q2 2026 in Review
Navigate Wealth Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 36% in Q2 2026, buying an estimated $287K and bringing the position to 13,827 shares worth $1.07M. The position accounts for 0.67% of the portfolio, ranked #31.
Navigate Wealth Management first reported a position in BSV in Q1 2026 and has held it in 2 quarters since. 1,347 funds tracked by Wall St. Rank hold BSV as of Q2 2026.
- Navigate Wealth Management held 13,827 shares of Vanguard Short-Term Bond ETF worth $1.07M as of Q2 2026.
- Navigate Wealth Management bought 3,675 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $287K.
- Vanguard Short-Term Bond ETF made up 0.67% of Navigate Wealth Management's portfolio in Q2 2026, its #31 holding.
- Navigate Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2026 and has held it in 2 quarters since.
- 1,347 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.
Based on Navigate Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.