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

Parisi Gray 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	$1.02M	Sell	13,082 -6,119	-32%	-$478K	0.21%	79
2026 Q1	$1.51M	Buy	+19,201	New	+$1.51M	0.36%	52
2022 Q1	–	Sell	-5,375	Closed	-$434K	–	125
2021 Q4	$434K	Buy	5,375 +52	+1%	+$4.23K	0.16%	90
2021 Q3	$436K	Buy	5,323 +14	+0.3%	+$1.15K	0.18%	89
2021 Q2	$436K	Buy	5,309 +17	+0.3%	+$1.4K	0.16%	93
2021 Q1	$435K	Sell	5,292 -1,082	-17%	-$89.3K	0.18%	89
2020 Q4	$528K	Buy	+6,374	New	+$528K	0.23%	75
2019 Q2	–	Sell	-356	Closed	-$28K	–	156
2019 Q1	$28K	Hold	356	–	–	0.02%	271
2018 Q4	$28K	Hold	356	–	–	0.02%	276
2018 Q3	$28K	Sell	356 -211	-37%	-$16.5K	0.02%	301
2018 Q2	$44K	Hold	567	–	–	0.03%	249
2018 Q1	$44K	Buy	567 +71	+14%	+$5.58K	0.03%	236
2017 Q4	$39K	Buy	+496	New	+$39.4K	0.03%	252

Other funds holding BSV

SFA

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

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

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

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

CAM

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Parisi Gray Wealth Management's BSV Position: Q2 2026 in Review

Parisi Gray Wealth Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 32% in Q2 2026, selling an estimated $478K and leaving 13,082 shares worth $1.02M. The position accounts for 0.21% of the portfolio, ranked #79.

Parisi Gray Wealth Management first reported a position in BSV in Q4 2017 and has held it in 13 quarters since. The position peaked at $1.51M in Q1 2026. 248 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Parisi Gray Wealth Management held 13,082 shares of Vanguard Short-Term Bond ETF worth $1.02M as of Q2 2026.
Parisi Gray Wealth Management sold 6,119 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $478K.
Vanguard Short-Term Bond ETF made up 0.21% of Parisi Gray Wealth Management's portfolio in Q2 2026, its #79 holding.
Parisi Gray Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2017 and has held it in 13 quarters since.
Parisi Gray Wealth Management's Vanguard Short-Term Bond ETF position peaked at $1.51M in Q1 2026.
248 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Parisi Gray Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.