Retireful LLC’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Retireful LLC’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	–	Sell	-4,644	Closed	-$364K	–	85
2026 Q1	$364K	Buy	+4,644	New	+$366K	0.51%	55
2025 Q4	–	Sell	-13,024	Closed	-$1.03M	–	98
2025 Q3	$1.03M	Buy	+13,024	New	+$1.02M	0.99%	39
2025 Q1	–	Sell	-5,711	Closed	-$441K	–	106
2024 Q4	$441K	Hold	5,711	–	–	0.25%	105
2024 Q3	$449K	Sell	5,711 -22,717	-80%	-$1.77M	0.33%	66
2024 Q2	$2.18M	Buy	+28,428	New	+$2.17M	1.03%	28
2024 Q1	–	Sell	-7,428	Closed	-$572K	–	99
2023 Q4	$572K	Buy	+7,428	New	+$562K	0.25%	80
2023 Q2	–	Sell	-21,238	Closed	-$1.62M	–	80
2023 Q1	$1.62M	Buy	+21,238	New	+$1.61M	0.52%	12

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

Retireful LLC's BSV Position: Q2 2026 in Review

Retireful LLC sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2026, closing a stake of 4,644 shares — an estimated $364K sold.

Retireful LLC first reported a position in BSV in Q1 2023 and held it in 7 quarters. The position peaked at $2.18M in Q2 2024. 1,356 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Retireful LLC reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2026 after selling out during the quarter.
Retireful LLC sold 4,644 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $364K.
Retireful LLC first reported a position in Vanguard Short-Term Bond ETF in Q1 2023 and held it in 7 quarters.
Retireful LLC's Vanguard Short-Term Bond ETF position peaked at $2.18M in Q2 2024.
1,356 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Retireful LLC's 13F filing for Q2 2026, filed 22 Jul 2026.