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

Northwest Wealth Management’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	$1.74M	Sell	22,360 -401	-2%	-$31.3K	0.23%	60
2026 Q1	$1.78M	Sell	22,761 -1,044	-4%	-$82.2K	0.27%	55
2025 Q4	$1.88M	Sell	23,805 -4,273	-15%	-$337K	0.3%	54
2025 Q3	$2.22M	Sell	28,078 -1,006	-3%	-$79.1K	0.37%	52
2025 Q2	$2.29M	Buy	29,084 +522	+2%	+$40.8K	0.41%	49
2025 Q1	$2.24M	Sell	28,562 -1,688	-6%	-$131K	0.45%	46
2024 Q4	$2.34M	Sell	30,250 -2,108	-7%	-$164K	0.5%	44
2024 Q3	$2.55M	Sell	32,358 -1,153	-3%	-$89.8K	0.59%	42
2024 Q2	$2.57M	Sell	33,511 -3,428	-9%	-$262K	0.67%	38
2024 Q1	$2.83M	Sell	36,939 -3,645	-9%	-$280K	0.78%	32
2023 Q4	$3.13M	Sell	40,584 -5,081	-11%	-$385K	0.94%	27
2023 Q3	$3.43M	Sell	45,665 -759	-2%	-$57.2K	1.24%	24
2023 Q2	$3.51M	Buy	46,424 +60	+0.1%	+$4.57K	1.27%	25
2023 Q1	$3.55M	Sell	46,364 -604	-1%	-$45.8K	1.35%	22
2022 Q4	$3.54M	Buy	46,968 +449	+1%	+$33.7K	1.51%	19
2022 Q3	$3.48M	Sell	46,519 -153	-0.3%	-$11.7K	1.54%	17
2022 Q2	$3.58M	Sell	46,672 -8,622	-16%	-$664K	1.55%	17
2022 Q1	$4.31M	Buy	55,294 +11,368	+26%	+$902K	2.11%	9
2021 Q4	$3.55M	Buy	43,926 +5,744	+15%	+$467K	1.65%	15
2021 Q3	$3.13M	Buy	38,182 +5,218	+16%	+$429K	1.55%	16
2021 Q2	$2.71M	Buy	32,964 +5,156	+19%	+$424K	1.43%	17
2021 Q1	$2.29M	Buy	27,808 +1,425	+5%	+$118K	1.43%	18
2020 Q4	$2.19M	Buy	26,383 +132	+0.5%	+$10.9K	1.51%	18
2020 Q3	$2.18M	Sell	26,251 -10,285	-28%	-$855K	1.81%	15
2020 Q2	$3.04M	Sell	36,536 -6,554	-15%	-$542K	2.65%	10
2020 Q1	$3.54M	Sell	43,090 -3,107	-7%	-$252K	3.58%	5
2019 Q4	$3.72M	Buy	46,197 +251	+0.5%	+$20.3K	3.41%	6
2019 Q3	$3.71M	Buy	45,946 +178	+0.4%	+$14.4K	3.05%	5
2019 Q2	$3.69M	Buy	45,768 +3,118	+7%	+$249K	2.97%	5
2019 Q1	$3.39M	Buy	42,650 +1,213	+3%	+$95.7K	2.56%	8
2018 Q4	$3.26M	Sell	41,437 -3,559	-8%	-$278K	2.76%	8
2018 Q3	$3.51M	Sell	44,996 -121	-0.3%	-$9.45K	2.63%	7
2018 Q2	$3.53M	Buy	45,117 +5,251	+13%	+$410K	2.65%	8
2018 Q1	$3.13M	Buy	39,866 +10,808	+37%	+$849K	2.32%	11
2017 Q4	$2.3M	Sell	29,058 -20,223	-41%	-$1.61M	1.87%	15
2017 Q3	$3.93M	Sell	49,281 -1,182	-2%	-$94.5K	5.5%	4
2017 Q2	$4.03M	Sell	50,463 -550	-1%	-$43.9K	3.68%	5
2017 Q1	$4.07M	Buy	51,013 +15,327	+43%	+$1.22M	3.76%	5
2016 Q4	$2.83M	Buy	+35,686	New	+$2.85M	2.89%	9

Other funds holding BSV

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FCH

Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Northwest Wealth Management's BSV Position: Q2 2026 in Review

Northwest Wealth Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 1.8% in Q2 2026, selling an estimated $31.3K and leaving 22,360 shares worth $1.74M. The position accounts for 0.23% of the portfolio, ranked #60.

Northwest Wealth Management first reported a position in BSV in Q4 2016 and has held it in 39 quarters since. The position peaked at $4.31M in Q1 2022. 665 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Northwest Wealth Management held 22,360 shares of Vanguard Short-Term Bond ETF worth $1.74M as of Q2 2026.
Northwest Wealth Management sold 401 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $31.3K.
Vanguard Short-Term Bond ETF made up 0.23% of Northwest Wealth Management's portfolio in Q2 2026, its #60 holding.
Northwest Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2016 and has held it in 39 quarters since.
Northwest Wealth Management's Vanguard Short-Term Bond ETF position peaked at $4.31M in Q1 2022.
665 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Northwest Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.