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

Parkworth 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
2025
Q2 		$3.58M Buy
45,460
+276
+0.6% +$21.6K 2.58% 13
2025
Q1 		$3.54M Buy
45,184
+2,567
+6% +$199K 2.82% 11
2024
Q4 		$3.29M Buy
+42,617
New +$3.31M 2.74% 11

Other funds holding BSV

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Parkworth Wealth Management's BSV Position: Q2 2025 in Review

Parkworth Wealth Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.61% in Q2 2025, buying an estimated $21.6K and bringing the position to 45,460 shares worth $3.58M. The position accounts for 2.58% of the portfolio, ranked #13.

Parkworth Wealth Management first reported a position in BSV in Q4 2024 and has held it in 3 quarters since. 1,227 funds tracked by Wall St. Rank hold BSV as of Q2 2025.

  • Parkworth Wealth Management held 45,460 shares of Vanguard Short-Term Bond ETF worth $3.58M as of Q2 2025.
  • Parkworth Wealth Management bought 276 Vanguard Short-Term Bond ETF shares in Q2 2025, an estimated $21.6K.
  • Vanguard Short-Term Bond ETF made up 2.58% of Parkworth Wealth Management's portfolio in Q2 2025, its #13 holding.
  • Parkworth Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 3 quarters since.
  • 1,227 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.