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 Q3	$5.89M	Sell	77,099 -479	-0.6%	-$37K	3.11%	8
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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Retirement Wealth Solutions's BSV Position: Q3 2026 in Review

Retirement Wealth Solutions reduced its Vanguard Short-Term Bond ETF (BSV) stake by 0.62% in Q3 2026, selling an estimated $37K and leaving 77,099 shares worth $5.89M. The position accounts for 3.11% of the portfolio, ranked #8.

Retirement Wealth Solutions first reported a position in BSV in Q4 2024 and has held it in 8 quarters since. The position peaked at $6.04M in Q2 2026. 953 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

Retirement Wealth Solutions held 77,099 shares of Vanguard Short-Term Bond ETF worth $5.89M as of Q3 2026.
Retirement Wealth Solutions sold 479 Vanguard Short-Term Bond ETF shares in Q3 2026, an estimated $37K.
Vanguard Short-Term Bond ETF made up 3.11% of Retirement Wealth Solutions's portfolio in Q3 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 8 quarters since.
Retirement Wealth Solutions's Vanguard Short-Term Bond ETF position peaked at $6.04M in Q2 2026.
953 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.