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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Proactive Wealth Strategies's BSV Position: Q2 2026 in Review

Proactive Wealth Strategies reduced its Vanguard Short-Term Bond ETF (BSV) stake by 1.3% in Q2 2026, selling an estimated $3.04K and leaving 2,940 shares worth $229K. The position accounts for 0.04% of the portfolio, ranked #207.

Proactive Wealth Strategies first reported a position in BSV in Q1 2026 and has held it in 2 quarters since. The position peaked at $234K in Q1 2026. 997 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Proactive Wealth Strategies held 2,940 shares of Vanguard Short-Term Bond ETF worth $229K as of Q2 2026.
  • Proactive Wealth Strategies sold 39 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $3.04K.
  • Vanguard Short-Term Bond ETF made up 0.04% of Proactive Wealth Strategies's portfolio in Q2 2026, its #207 holding.
  • Proactive Wealth Strategies first reported a position in Vanguard Short-Term Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Proactive Wealth Strategies's Vanguard Short-Term Bond ETF position peaked at $234K in Q1 2026.
  • 997 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.