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

NWAM 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 		$18.8M Buy
239,528
+8,517
+4% +$671K 1.08% 16
2025
Q4 		$18.2M Buy
231,011
+20,410
+10% +$1.61M 1.02% 15
2025
Q3 		$16.6M Buy
210,601
+5,518
+3% +$434K 0.9% 17
2025
Q2 		$16.1M Buy
205,083
+47,922
+30% +$3.75M 0.94% 15
2025
Q1 		$12.3M Sell
157,161
-41,987
-21% -$3.26M 1.06% 14
2024
Q4 		$15.4M Buy
199,148
+2,652
+1% +$206K 0.95% 16
2024
Q3 		$15.5M Buy
+196,496
New +$15.3M 0.94% 17
2024
Q2 		– Sell
-195,687
Closed -$15M – 201
2024
Q1 		$15M Sell
195,687
-1,374
-0.7% -$105K 1.21% 14
2023
Q4 		$15.2M Buy
197,061
+164,194
+500% +$12.4M 1.22% 10
2023
Q3 		$2.47M Sell
32,867
-178,189
-84% -$13.4M 0.25% 88
2023
Q2 		$15.9M Buy
211,056
+130,024
+160% +$9.91M 1.31% 10
2023
Q1 		$6.2M Sell
81,032
-134,692
-62% -$10.2M 0.63% 24
2022
Q4 		$16.2M Sell
215,724
-9,578
-4% -$719K 1.44% 7
2022
Q3 		$16.9M Sell
225,302
-1,263
-0.6% -$96.5K 1.61% 6
2022
Q2 		$17.4M Sell
226,565
-10,215
-4% -$787K 1.61% 6
2022
Q1 		$18.4M Buy
236,780
+7,878
+3% +$625K 1.42% 9
2021
Q4 		$18.5M Buy
228,902
+51,017
+29% +$4.15M 1.46% 8
2021
Q3 		$14.6M Sell
177,885
-5,124
-3% -$421K 1.32% 9
2021
Q2 		$15M Buy
183,009
+27,413
+18% +$2.26M 1.39% 9
2021
Q1 		$12.8M Buy
155,596
+35,517
+30% +$2.93M 1.27% 10
2020
Q4 		$9.96M Buy
120,079
+13,117
+12% +$1.09M 1.14% 10
2020
Q3 		$8.88M Buy
106,962
+15,206
+17% +$1.26M 1.47% 8
2020
Q2 		$7.63M Buy
91,756
+9,077
+11% +$751K 1.07% 11
2020
Q1 		$6.79K Sell
82,679
-310
-0.4% -$25.2K 0.18% 46
2019
Q4 		$6.69M Buy
82,989
+3,124
+4% +$252K 1.16% 18
2019
Q3 		$6.45M Buy
79,865
+11,207
+16% +$904K 1.21% 18
2019
Q2 		$5.53M Sell
68,658
-2,388
-3% -$190K 1.1% 19
2019
Q1 		$5.66M Buy
71,046
+13,720
+24% +$1.08M 1.22% 18
2018
Q4 		$4.5M Sell
57,326
-4,720
-8% -$368K 1.16% 19
2018
Q3 		$4.84M Buy
62,046
+7,494
+14% +$585K 1.09% 20
2018
Q2 		$4.27M Sell
54,552
-4,503
-8% -$352K 1.01% 21
2018
Q1 		$4.63M Buy
59,055
+4,378
+8% +$344K 1.17% 21
2017
Q4 		$4.33M Buy
54,677
+2,446
+5% +$194K 1.1% 21
2017
Q3 		$4.17M Buy
52,231
+2,606
+5% +$208K 1.08% 21
2017
Q2 		$3.96M Buy
49,625
+1,647
+3% +$132K 0.69% 23
2017
Q1 		$3.83M Buy
47,978
+1,659
+4% +$132K 1.17% 20
2016
Q4 		$3.68M Buy
46,319
+3,426
+8% +$274K 1.22% 19
2016
Q3 		$3.47M Buy
42,893
+316
+0.7% +$25.5K 0.26% 24
2016
Q2 		$3.45M Buy
42,577
+4,630
+12% +$373K 1.36% 19
2016
Q1 		$3.06M Buy
37,947
+759
+2% +$60.8K 1.21% 20
2015
Q4 		$2.93M Buy
+37,188
New +$2.98M 1.19% 20
2015
Q3 		– Sell
-36,000
Closed -$2.85M – 156
2015
Q2 		$2.85M Buy
36,000
+16,061
+81% +$1.29M 1.19% 21
2015
Q1 		$1.6M Buy
19,939
+2,707
+16% +$217K 0.69% 38
2014
Q4 		$1.38M Sell
17,232
-1,424
-8% -$114K 0.6% 45
2014
Q3 		$1.49M Buy
18,656
+451
+2% +$36.1K 0.53% 46
2014
Q2 		$1.46M Sell
18,205
-283
-2% -$22.7K 0.46% 56
2014
Q1 		$1.48M Buy
18,488
+592
+3% +$47.5K 0.51% 51
2013
Q4 		$1.43M Buy
17,896
+960
+6% +$77.2K 0.76% 49
2013
Q3 		$1.36M Buy
16,936
+7,150
+73% +$573K 0.66% 54
2013
Q2 		$784K Buy
+9,786
New +$790K 0.4% 71

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

NWAM LLC's BSV Position: Q1 2026 in Review

NWAM LLC increased its Vanguard Short-Term Bond ETF (BSV) stake by 3.7% in Q1 2026, buying an estimated $671K and bringing the position to 239,528 shares worth $18.8M. The position accounts for 1.08% of the portfolio, ranked #16.

NWAM LLC first reported a position in BSV in Q2 2013 and has held it in 50 quarters since. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • NWAM LLC held 239,528 shares of Vanguard Short-Term Bond ETF worth $18.8M as of Q1 2026.
  • NWAM LLC bought 8,517 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $671K.
  • Vanguard Short-Term Bond ETF made up 1.08% of NWAM LLC's portfolio in Q1 2026, its #16 holding.
  • NWAM LLC first reported a position in Vanguard Short-Term Bond ETF in Q2 2013 and has held it in 50 quarters since.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on NWAM LLC's 13F filing for Q1 2026, filed 4 May 2026.