Parkwoods Wealth Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Parkwoods Wealth Partners’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	$6.18M	Buy	79,262 +25,952	+49%	+$2.03M	0.99%	21
2026 Q1	$4.18M	Buy	53,310 +39,167	+277%	+$3.08M	1.02%	19
2025 Q4	$1.11M	Buy	14,143 +3,581	+34%	+$283K	0.33%	35
2025 Q3	$833K	Buy	+10,562	New	+$831K	0.28%	35

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

Parkwoods Wealth Partners's BSV Position: Q2 2026 in Review

Parkwoods Wealth Partners increased its Vanguard Short-Term Bond ETF (BSV) stake by 49% in Q2 2026, buying an estimated $2.03M and bringing the position to 79,262 shares worth $6.18M. The position accounts for 0.99% of the portfolio, ranked #21.

Parkwoods Wealth Partners first reported a position in BSV in Q3 2025 and has held it in 4 quarters since. 1,357 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Parkwoods Wealth Partners held 79,262 shares of Vanguard Short-Term Bond ETF worth $6.18M as of Q2 2026.
Parkwoods Wealth Partners bought 25,952 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $2.03M.
Vanguard Short-Term Bond ETF made up 0.99% of Parkwoods Wealth Partners's portfolio in Q2 2026, its #21 holding.
Parkwoods Wealth Partners first reported a position in Vanguard Short-Term Bond ETF in Q3 2025 and has held it in 4 quarters since.
1,357 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Parkwoods Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.