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 Q2	$880K	Buy	11,289 +2,571	+29%	+$201K	0.22%	53
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 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 Wave Investments's BSV Position: Q2 2026 in Review

Red Wave Investments increased its Vanguard Short-Term Bond ETF (BSV) stake by 29% in Q2 2026, buying an estimated $201K and bringing the position to 11,289 shares worth $880K. The position accounts for 0.22% of the portfolio, ranked #53.

Red Wave Investments first reported a position in BSV in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.46M in Q3 2022. 1,356 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Red Wave Investments held 11,289 shares of Vanguard Short-Term Bond ETF worth $880K as of Q2 2026.
Red Wave Investments bought 2,571 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $201K.
Vanguard Short-Term Bond ETF made up 0.22% of Red Wave Investments's portfolio in Q2 2026, its #53 holding.
Red Wave Investments first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and has held it in 23 quarters since.
Red Wave Investments's Vanguard Short-Term Bond ETF position peaked at $4.46M in Q3 2022.
1,356 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Red Wave Investments's 13F filing for Q2 2026, filed 6 Aug 2026.