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

Riverbend 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 Q2	$1.39M	Buy	17,835 +2,195	+14%	+$171K	0.7%	42
2026 Q1	$1.23M	Buy	15,640 +455	+3%	+$35.8K	0.7%	39
2025 Q4	$1.2M	Sell	15,185 -317	-2%	-$25K	0.74%	39
2025 Q3	$1.22M	Buy	15,502 +1,964	+15%	+$154K	0.85%	34
2025 Q2	$1.07M	Sell	13,538 -483	-3%	-$37.8K	0.81%	38
2025 Q1	$1.1M	Buy	14,021 +198	+1%	+$15.4K	0.98%	27
2024 Q4	$1.07M	Buy	+13,823	New	+$1.07M	0.95%	28

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

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

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 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

FCH

Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return

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

Riverbend Wealth Management's BSV Position: Q2 2026 in Review

Riverbend Wealth Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 14% in Q2 2026, buying an estimated $171K and bringing the position to 17,835 shares worth $1.39M. The position accounts for 0.7% of the portfolio, ranked #42.

Riverbend Wealth Management first reported a position in BSV in Q4 2024 and has held it in 7 quarters since. 693 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Riverbend Wealth Management held 17,835 shares of Vanguard Short-Term Bond ETF worth $1.39M as of Q2 2026.
Riverbend Wealth Management bought 2,195 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $171K.
Vanguard Short-Term Bond ETF made up 0.7% of Riverbend Wealth Management's portfolio in Q2 2026, its #42 holding.
Riverbend Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
693 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Riverbend Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.