NRW
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Nova R Wealth’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Nova R Wealth’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 		– Sell
-5,342
Closed -$419K – 87
2026
Q1 		$419K Buy
5,342
+34
+0.6% +$2.68K 0.13% 64
2025
Q4 		$418K Buy
+5,308
New +$419K 0.15% 62

Other funds holding BSV

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
FMC
First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Nova R Wealth's BSV Position: Q2 2026 in Review

Nova R Wealth sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2026, closing a stake of 5,342 shares — an estimated $419K sold.

Nova R Wealth first reported a position in BSV in Q4 2025 and held it in 2 quarters. The position peaked at $419K in Q1 2026. 292 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Nova R Wealth reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Nova R Wealth sold 5,342 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $419K.
  • Nova R Wealth first reported a position in Vanguard Short-Term Bond ETF in Q4 2025 and held it in 2 quarters.
  • Nova R Wealth's Vanguard Short-Term Bond ETF position peaked at $419K in Q1 2026.
  • 292 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Nova R Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.