Proactive Wealth Strategies
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Proactive Wealth Strategies’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Proactive Wealth Strategies’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
Q3 		$210K Sell
2,750
-190
-6% -$14.7K 0.03% 216
2026
Q2 		$229K Sell
2,940
-39
-1% -$3.04K 0.04% 207
2026
Q1 		$234K Buy
+2,979
New +$235K 0.04% 193

Other funds holding BSV

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Truepoint Inc
Truepoint Inc Cincinnati, Ohio $4.92B AUM 9.33% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Lincoln National Corp
Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Proactive Wealth Strategies's BSV Position: Q3 2026 in Review

Proactive Wealth Strategies reduced its Vanguard Short-Term Bond ETF (BSV) stake by 6.5% in Q3 2026, selling an estimated $14.7K and leaving 2,750 shares worth $210K. The position accounts for 0.03% of the portfolio, ranked #216.

Proactive Wealth Strategies first reported a position in BSV in Q1 2026 and has held it in 3 quarters since. The position peaked at $234K in Q1 2026. 1,076 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

  • Proactive Wealth Strategies held 2,750 shares of Vanguard Short-Term Bond ETF worth $210K as of Q3 2026.
  • Proactive Wealth Strategies sold 190 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $14.7K.
  • Vanguard Short-Term Bond ETF made up 0.03% of Proactive Wealth Strategies's portfolio in Q3 2026, its #216 holding.
  • Proactive Wealth Strategies first reported a position in Vanguard Short-Term Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • Proactive Wealth Strategies's Vanguard Short-Term Bond ETF position peaked at $234K in Q1 2026.
  • 1,076 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.