Occidental Asset Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Occidental Asset 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	–	Sell	-2,649	Closed	-$208K	–	332
2026 Q1	$208K	Buy	+2,649	New	+$209K	0.02%	260
2023 Q4	–	Sell	-3,451	Closed	-$259K	–	210
2023 Q3	$259K	Sell	3,451 -5,712	-62%	-$431K	0.06%	171
2023 Q2	$692K	Sell	9,163 -13,237	-59%	-$1.01M	0.16%	129
2023 Q1	$1.71M	Sell	22,400 -50,646	-69%	-$3.84M	0.43%	74
2022 Q4	$5.5M	Sell	73,046 -24,905	-25%	-$1.87M	1.5%	10
2022 Q3	$7.33M	Buy	97,951 +780	+0.8%	+$59.6K	2.2%	8
2022 Q2	$7.46M	Sell	97,171 -15,064	-13%	-$1.16M	2.21%	8
2022 Q1	$8.74M	Buy	112,235 +107,877	+2,475%	+$8.56M	2.24%	9
2021 Q4	$352K	Sell	4,358 -50	-1%	-$4.07K	0.08%	160
2021 Q3	$361K	Buy	4,408 +520	+13%	+$42.7K	0.09%	162
2021 Q2	$319K	Hold	3,888	–	–	0.08%	168
2021 Q1	$320K	Buy	+3,888	New	+$321K	0.1%	158

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Occidental Asset Management's BSV Position: Q2 2026 in Review

Occidental Asset Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2026, closing a stake of 2,649 shares — an estimated $208K sold.

Occidental Asset Management first reported a position in BSV in Q1 2021 and held it in 12 quarters. The position peaked at $8.74M in Q1 2022. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Occidental Asset Management reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2026 after selling out during the quarter.
Occidental Asset Management sold 2,649 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $208K.
Occidental Asset Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2021 and held it in 12 quarters.
Occidental Asset Management's Vanguard Short-Term Bond ETF position peaked at $8.74M in Q1 2022.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Occidental Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.