Reyes Financial Architecture’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Reyes Financial Architecture’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	-9,085	Closed	-$712K	–	326
2026 Q1	$712K	Buy	9,085 +59	+0.7%	+$4.64K	0.58%	25
2025 Q4	$711K	Sell	9,026 -90	-1%	-$7.1K	0.43%	29
2025 Q3	$719K	Hold	9,116	–	–	0.49%	31
2025 Q2	$717K	Sell	9,116 -435	-5%	-$34K	0.62%	29
2025 Q1	$748K	Buy	9,551 +435	+5%	+$33.8K	0.55%	24
2024 Q4	$704K	Buy	+9,116	New	+$707K	0.55%	27

Other funds holding BSV

SFA

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

MWA

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

Reyes Financial Architecture's BSV Position: Q2 2026 in Review

Reyes Financial Architecture sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2026, closing a stake of 9,085 shares — an estimated $712K sold.

Reyes Financial Architecture first reported a position in BSV in Q4 2024 and held it in 6 quarters. The position peaked at $748K in Q1 2025. 643 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Reyes Financial Architecture reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2026 after selling out during the quarter.
Reyes Financial Architecture sold 9,085 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $712K.
Reyes Financial Architecture first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and held it in 6 quarters.
Reyes Financial Architecture's Vanguard Short-Term Bond ETF position peaked at $748K in Q1 2025.
643 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Reyes Financial Architecture's 13F filing for Q2 2026, filed 17 Jul 2026.