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

Robinswood Financial’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	$2.91M	Sell	37,336 -688	-2%	-$53.7K	0.83%	27
2026 Q1	$2.98M	Sell	38,024 -951	-2%	-$74.9K	0.94%	27
2025 Q4	$3.07M	Buy	38,975 +1,781	+5%	+$141K	0.98%	26
2025 Q3	$2.94M	Sell	37,194 -181	-0.5%	-$14.2K	0.98%	25
2025 Q2	$2.94M	Sell	37,375 -566	-1%	-$44.3K	1.04%	24
2025 Q1	$2.97M	Sell	37,941 -842	-2%	-$65.4K	1.1%	25
2024 Q4	$3M	Sell	38,783 -1,774	-4%	-$138K	1.13%	25
2024 Q3	$3.19M	Sell	40,557 -840	-2%	-$65.4K	1.19%	24
2024 Q2	$3.18M	Sell	41,397 -597	-1%	-$45.5K	1.28%	25
2024 Q1	$3.2M	Sell	41,994 -2,870	-6%	-$220K	1.37%	24
2023 Q4	$3.46M	Sell	44,864 -1,510	-3%	-$114K	1.49%	22
2023 Q3	$3.49M	Sell	46,374 -1,364	-3%	-$103K	1.66%	21
2023 Q2	$3.61M	Buy	+47,738	New	+$3.64M	1.68%	21

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

ETC

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

MWA

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

Robinswood Financial's BSV Position: Q2 2026 in Review

Robinswood Financial reduced its Vanguard Short-Term Bond ETF (BSV) stake by 1.8% in Q2 2026, selling an estimated $53.7K and leaving 37,336 shares worth $2.91M. The position accounts for 0.83% of the portfolio, ranked #27.

Robinswood Financial first reported a position in BSV in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.61M in Q2 2023. 413 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Robinswood Financial held 37,336 shares of Vanguard Short-Term Bond ETF worth $2.91M as of Q2 2026.
Robinswood Financial sold 688 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $53.7K.
Vanguard Short-Term Bond ETF made up 0.83% of Robinswood Financial's portfolio in Q2 2026, its #27 holding.
Robinswood Financial first reported a position in Vanguard Short-Term Bond ETF in Q2 2023 and has held it in 13 quarters since.
Robinswood Financial's Vanguard Short-Term Bond ETF position peaked at $3.61M in Q2 2023.
413 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Robinswood Financial's 13F filing for Q2 2026, filed 15 Jul 2026.