Secured Retirement Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Secured Retirement Advisors’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	$958K	Sell	12,299 -1,990	-14%	-$155K	0.49%	82
2026 Q1	$1.12M	Sell	14,289 -9,718	-40%	-$765K	0.63%	56
2025 Q4	$1.89M	Buy	24,007 +313	+1%	+$24.7K	1.06%	28
2025 Q3	$1.87M	Sell	23,694 -2,443	-9%	-$192K	1.04%	26
2025 Q2	$2.06M	Sell	26,137 -1,193	-4%	-$93.3K	1.23%	22
2025 Q1	$2.14M	Buy	27,330 +3,134	+13%	+$243K	1.38%	14
2024 Q4	$1.87M	Sell	24,196 -1,015	-4%	-$78.8K	1.07%	32
2024 Q3	$1.98M	Buy	25,211 +3,865	+18%	+$301K	1.43%	28
2024 Q2	$1.64M	Buy	21,346 +1,342	+7%	+$102K	1.28%	33
2024 Q1	$1.53M	Buy	20,004 +2,271	+13%	+$174K	1.3%	32
2023 Q4	$1.37M	Buy	+17,733	New	+$1.34M	1.31%	32

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Secured Retirement Advisors's BSV Position: Q2 2026 in Review

Secured Retirement Advisors reduced its Vanguard Short-Term Bond ETF (BSV) stake by 14% in Q2 2026, selling an estimated $155K and leaving 12,299 shares worth $958K. The position accounts for 0.49% of the portfolio, ranked #82.

Secured Retirement Advisors first reported a position in BSV in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.14M in Q1 2025. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Secured Retirement Advisors held 12,299 shares of Vanguard Short-Term Bond ETF worth $958K as of Q2 2026.
Secured Retirement Advisors sold 1,990 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $155K.
Vanguard Short-Term Bond ETF made up 0.49% of Secured Retirement Advisors's portfolio in Q2 2026, its #82 holding.
Secured Retirement Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
Secured Retirement Advisors's Vanguard Short-Term Bond ETF position peaked at $2.14M in Q1 2025.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Secured Retirement Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.