Outlook Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Outlook Wealth Advisors’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	$1.63M	Sell	20,867 -4	-0%	-$312	0.35%	66
2026 Q1	$1.64M	Buy	+20,871	New	+$1.64M	0.4%	56
2024 Q3	–	Sell	-12,002	Closed	-$1.46M	–	259
2024 Q2	$1.46M	Hold	12,002	–	–	0.46%	43
2024 Q1	$920K	Buy	12,002 +4,492	+60%	+$345K	0.28%	71
2023 Q4	$578K	Sell	7,510 -24	-0.3%	-$1.82K	0.2%	110
2023 Q3	$566K	Sell	7,534 -65	-0.9%	-$4.9K	0.22%	114
2023 Q2	$574K	Sell	7,599 -1,978	-21%	-$151K	0.22%	119
2023 Q1	$733K	Sell	9,577 -9,940	-51%	-$753K	0.33%	76
2022 Q4	$1.47M	Sell	19,517 -1,271	-6%	-$95.4K	0.7%	30
2022 Q3	$1.55M	Sell	20,788 -857	-4%	-$65.5K	0.7%	35
2022 Q2	$1.66M	Sell	21,645 -2,990	-12%	-$230K	0.68%	35
2022 Q1	$1.92M	Buy	24,635 +727	+3%	+$57.7K	0.64%	29
2021 Q4	$1.93M	Buy	23,908 +6,127	+34%	+$498K	0.57%	35
2021 Q3	$1.46M	Sell	17,781 -15,736	-47%	-$1.29M	0.48%	54
2021 Q2	$2.75M	Sell	33,517 -73	-0.2%	-$6K	0.88%	29
2021 Q1	$2.76M	Sell	33,590 -7,127	-18%	-$588K	0.96%	27
2020 Q4	$3.38M	Sell	40,717 -139	-0.3%	-$11.5K	1.23%	19
2020 Q3	$3.39M	Sell	40,856 -3,321	-8%	-$276K	1.35%	17
2020 Q2	$3.67M	Buy	+44,177	New	+$3.65M	1.56%	15

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

Outlook Wealth Advisors's BSV Position: Q2 2026 in Review

Outlook Wealth Advisors reduced its Vanguard Short-Term Bond ETF (BSV) stake by 0.02% in Q2 2026, selling an estimated $312 and leaving 20,867 shares worth $1.63M. The position accounts for 0.35% of the portfolio, ranked #66.

Outlook Wealth Advisors first reported a position in BSV in Q2 2020 and has held it in 19 quarters since. The position peaked at $3.67M in Q2 2020. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Outlook Wealth Advisors held 20,867 shares of Vanguard Short-Term Bond ETF worth $1.63M as of Q2 2026.
Outlook Wealth Advisors sold 4 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $312.
Vanguard Short-Term Bond ETF made up 0.35% of Outlook Wealth Advisors's portfolio in Q2 2026, its #66 holding.
Outlook Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q2 2020 and has held it in 19 quarters since.
Outlook Wealth Advisors's Vanguard Short-Term Bond ETF position peaked at $3.67M in Q2 2020.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.