Retirement Wealth Solutions’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Retirement Wealth Solutions’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	$6.04M	Buy	77,578 +1,083	+1%	+$84.5K	3.33%	8
2026 Q1	$6M	Buy	76,495 +5,918	+8%	+$466K	3.78%	6
2025 Q4	$5.56M	Buy	70,577 +1,871	+3%	+$148K	3.52%	7
2025 Q3	$5.42M	Buy	68,706 +527	+0.8%	+$41.4K	3.56%	7
2025 Q2	$5.37M	Sell	68,179 -2,273	-3%	-$178K	3.92%	6
2025 Q1	$5.51M	Buy	70,452 +3,410	+5%	+$265K	4.45%	6
2024 Q4	$5.16M	Buy	+67,042	New	+$5.2M	4.36%	5

Other funds holding BSV

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

MWA

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

IWM

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CAM

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Retirement Wealth Solutions's BSV Position: Q2 2026 in Review

Retirement Wealth Solutions increased its Vanguard Short-Term Bond ETF (BSV) stake by 1.4% in Q2 2026, buying an estimated $84.5K and bringing the position to 77,578 shares worth $6.04M. The position accounts for 3.33% of the portfolio, ranked #8.

Retirement Wealth Solutions first reported a position in BSV in Q4 2024 and has held it in 7 quarters since. 248 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Retirement Wealth Solutions held 77,578 shares of Vanguard Short-Term Bond ETF worth $6.04M as of Q2 2026.
Retirement Wealth Solutions bought 1,083 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $84.5K.
Vanguard Short-Term Bond ETF made up 3.33% of Retirement Wealth Solutions's portfolio in Q2 2026, its #8 holding.
Retirement Wealth Solutions first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
248 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.