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 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 $67.6B AUM 18.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Retireful LLC's BSV Position: Q1 2026 in Review

Retireful LLC opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q1 2026: 4,644 shares worth $364K. The stake represents 0.51% of the portfolio and ranks #55 among its holdings. This is a return to the name: Retireful LLC previously reported a position in BSV as recently as Q3 2025.

Retireful LLC first reported a position in BSV in Q1 2023 and has held it in 7 quarters since. The position peaked at $2.18M in Q2 2024. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Retireful LLC held 4,644 shares of Vanguard Short-Term Bond ETF worth $364K as of Q1 2026.
Vanguard Short-Term Bond ETF was a new Retireful LLC position in Q1 2026.
Vanguard Short-Term Bond ETF made up 0.51% of Retireful LLC's portfolio in Q1 2026, its #55 holding.
Retireful LLC first reported a position in Vanguard Short-Term Bond ETF in Q1 2023 and has held it in 7 quarters since.
Retireful LLC's Vanguard Short-Term Bond ETF position peaked at $2.18M in Q2 2024.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Retireful LLC's 13F filing for Q1 2026, filed 15 Apr 2026.