RWI
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Red Wave Investments’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Red Wave Investments’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 		$684K Sell
8,718
-3,193
-27% -$251K 0.2% 56
2025
Q4 		$939K Hold
11,911
– – 0.28% 46
2025
Q3 		$940K Sell
11,911
-270
-2% -$21.2K 0.29% 46
2025
Q2 		$959K Hold
12,181
– – 0.32% 44
2025
Q1 		$954K Sell
12,181
-316
-3% -$24.5K 0.34% 41
2024
Q4 		$966K Sell
12,497
-1,466
-10% -$114K 0.34% 43
2024
Q3 		$1.1M Sell
13,963
-1,074
-7% -$83.7K 0.38% 38
2024
Q2 		$1.15M Sell
15,037
-681
-4% -$52K 0.43% 37
2024
Q1 		$1.21M Sell
15,718
-141
-0.9% -$10.8K 0.45% 35
2023
Q4 		$1.22M Sell
15,859
-20,340
-56% -$1.54M 0.48% 35
2023
Q3 		$2.72M Hold
36,199
– – 1.16% 25
2023
Q2 		$2.74M Sell
36,199
-3,433
-9% -$262K 1.11% 25
2023
Q1 		$3.03M Sell
39,632
-9,347
-19% -$708K 1.26% 26
2022
Q4 		$3.69M Sell
48,979
-10,614
-18% -$796K 1.56% 23
2022
Q3 		$4.46M Buy
59,593
+4,931
+9% +$377K 1.93% 18
2022
Q2 		$4.2M Buy
54,662
+44,574
+442% +$3.43M 1.72% 19
2022
Q1 		$786K Buy
10,088
+2,695
+36% +$214K 0.28% 46
2021
Q4 		$598K Buy
7,393
+1,573
+27% +$128K 0.2% 47
2021
Q3 		$477K Sell
5,820
-735
-11% -$60.4K 0.17% 53
2021
Q2 		$539K Buy
6,555
+6
+0.1% +$494 0.2% 46
2021
Q1 		$538K Sell
6,549
-155
-2% -$12.8K 0.22% 42
2020
Q4 		$556K Buy
+6,704
New +$555K 0.25% 40

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Red Wave Investments's BSV Position: Q1 2026 in Review

Red Wave Investments reduced its Vanguard Short-Term Bond ETF (BSV) stake by 27% in Q1 2026, selling an estimated $251K and leaving 8,718 shares worth $684K. The position accounts for 0.2% of the portfolio, ranked #56.

Red Wave Investments first reported a position in BSV in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.46M in Q3 2022. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Red Wave Investments held 8,718 shares of Vanguard Short-Term Bond ETF worth $684K as of Q1 2026.
  • Red Wave Investments sold 3,193 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $251K.
  • Vanguard Short-Term Bond ETF made up 0.2% of Red Wave Investments's portfolio in Q1 2026, its #56 holding.
  • Red Wave Investments first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • Red Wave Investments's Vanguard Short-Term Bond ETF position peaked at $4.46M in Q3 2022.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Red Wave Investments's 13F filing for Q1 2026, filed 8 May 2026.