Peachtree Investment Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Peachtree Investment 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 Q1	$11.8K	Buy	151 +5	+3%	+$394	﹤0.01%	117
2025 Q4	$1.53K	Buy	146 +5	+4%	+$394	﹤0.01%	126
2025 Q3	$11.1K	Buy	141 +5	+4%	+$393	﹤0.01%	117
2025 Q2	$10.7K	Buy	136 +5	+4%	+$391	﹤0.01%	115
2025 Q1	$10.3K	Buy	131 +4	+3%	+$311	﹤0.01%	113
2024 Q4	$9.81K	Buy	127 +5	+4%	+$388	﹤0.01%	100
2024 Q3	$9.61K	Buy	122 +4	+3%	+$312	﹤0.01%	104
2024 Q2	$9.04K	Buy	118 +4	+4%	+$305	﹤0.01%	92
2024 Q1	$8.74K	Buy	114 +3	+3%	+$230	﹤0.01%	92
2023 Q4	$8.56K	Buy	111 +4	+4%	+$303	﹤0.01%	99
2023 Q3	$8K	Buy	107 +6	+6%	+$452	﹤0.01%	97
2023 Q2	$7.78K	Buy	101 +5	+5%	+$381	﹤0.01%	105
2023 Q1	$0	Buy	96 +2	+2%	+$152	﹤0.01%	92
2022 Q4	$7.14K	Buy	+94	New	+$7.05K	﹤0.01%	94

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Peachtree Investment Partners's BSV Position: Q1 2026 in Review

Peachtree Investment Partners increased its Vanguard Short-Term Bond ETF (BSV) stake by 3.4% in Q1 2026, buying an estimated $394 and bringing the position to 151 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #117.

Peachtree Investment Partners first reported a position in BSV in Q4 2022 and has held it in 14 quarters since. 1,333 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Peachtree Investment Partners held 151 shares of Vanguard Short-Term Bond ETF worth $11.8K as of Q1 2026.
Peachtree Investment Partners bought 5 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $394.
Vanguard Short-Term Bond ETF made up ﹤0.01% of Peachtree Investment Partners's portfolio in Q1 2026, its #117 holding.
Peachtree Investment Partners first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and has held it in 14 quarters since.
1,333 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Peachtree Investment Partners's 13F filing for Q1 2026, filed 8 May 2026.