Rialto Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Rialto Wealth Management’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	$430K	Buy	5,478 +575	+12%	+$45.3K	0.1%	109
2025 Q4	$386K	Buy	4,903 +2,314	+89%	+$183K	0.09%	111
2025 Q3	$204K	Sell	2,589 -1,616	-38%	-$127K	0.05%	151
2025 Q2	$331K	Sell	4,205 -4	-0.1%	-$313	0.09%	117
2025 Q1	$329K	Buy	4,209 +63	+2%	+$4.89K	0.1%	114
2024 Q4	$320K	Buy	+4,146	New	+$322K	0.11%	114

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

Rialto Wealth Management's BSV Position: Q1 2026 in Review

Rialto Wealth Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 12% in Q1 2026, buying an estimated $45.3K and bringing the position to 5,478 shares worth $430K. The position accounts for 0.1% of the portfolio, ranked #109.

Rialto Wealth Management first reported a position in BSV in Q4 2024 and has held it in 6 quarters since. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Rialto Wealth Management held 5,478 shares of Vanguard Short-Term Bond ETF worth $430K as of Q1 2026.
Rialto Wealth Management bought 575 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $45.3K.
Vanguard Short-Term Bond ETF made up 0.1% of Rialto Wealth Management's portfolio in Q1 2026, its #109 holding.
Rialto Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 6 quarters since.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.