Red Mountain Financial’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Red Mountain Financial’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	$3.5M	Buy	44,872 +696	+2%	+$54.3K	2.93%	11
2026 Q1	$3.46M	Buy	44,176 +1,292	+3%	+$102K	3.26%	11
2025 Q4	$3.38M	Buy	42,884 +2,710	+7%	+$214K	3.32%	11
2025 Q3	$3.17M	Buy	40,174 +748	+2%	+$58.8K	3.22%	11
2025 Q2	$3.1M	Buy	39,426 +584	+2%	+$45.7K	3.44%	10
2025 Q1	$3.04M	Buy	38,842 +266	+0.7%	+$20.6K	3.71%	9
2024 Q4	$2.98M	Sell	38,576 -2,958	-7%	-$230K	3.21%	9
2024 Q3	$3.27M	Sell	41,534 -457	-1%	-$35.6K	3.48%	8
2024 Q2	$3.22M	Buy	+41,991	New	+$3.2M	3.88%	9
2023 Q4	$3.27M	Buy	+42,455	New	+$3.21M	5.05%	4

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

Red Mountain Financial's BSV Position: Q2 2026 in Review

Red Mountain Financial increased its Vanguard Short-Term Bond ETF (BSV) stake by 1.6% in Q2 2026, buying an estimated $54.3K and bringing the position to 44,872 shares worth $3.5M. The position accounts for 2.93% of the portfolio, ranked #11.

Red Mountain Financial first reported a position in BSV in Q4 2023 and has held it in 10 quarters since. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Red Mountain Financial held 44,872 shares of Vanguard Short-Term Bond ETF worth $3.5M as of Q2 2026.
Red Mountain Financial bought 696 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $54.3K.
Vanguard Short-Term Bond ETF made up 2.93% of Red Mountain Financial's portfolio in Q2 2026, its #11 holding.
Red Mountain Financial first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 10 quarters since.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Red Mountain Financial's 13F filing for Q2 2026, filed 21 Jul 2026.