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Sellwood Investment Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Sellwood Investment Partners’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 		$3.54M Buy
45,402
+71
+0.2% +$5.54K 1.25% 16
2026
Q1 		$3.55M Sell
45,331
-309
-0.7% -$24.3K 1.4% 13
2025
Q4 		$3.6M Sell
45,640
-28,018
-38% -$2.21M 1.4% 14
2025
Q3 		$5.81M Buy
73,658
+64,417
+697% +$5.07M 2.31% 11
2025
Q2 		$727K Sell
9,241
-538
-6% -$42.1K 0.35% 25
2025
Q1 		$766K Sell
9,779
-136
-1% -$10.6K 0.4% 22
2024
Q4 		$766K Buy
+9,915
New +$770K 0.41% 19

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
TI
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
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Cambridge Investment Research Advisors
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
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Sellwood Investment Partners's BSV Position: Q2 2026 in Review

Sellwood Investment Partners increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.16% in Q2 2026, buying an estimated $5.54K and bringing the position to 45,402 shares worth $3.54M. The position accounts for 1.25% of the portfolio, ranked #16.

Sellwood Investment Partners first reported a position in BSV in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.81M in Q3 2025. 728 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Sellwood Investment Partners held 45,402 shares of Vanguard Short-Term Bond ETF worth $3.54M as of Q2 2026.
  • Sellwood Investment Partners bought 71 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $5.54K.
  • Vanguard Short-Term Bond ETF made up 1.25% of Sellwood Investment Partners's portfolio in Q2 2026, its #16 holding.
  • Sellwood Investment Partners first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Sellwood Investment Partners's Vanguard Short-Term Bond ETF position peaked at $5.81M in Q3 2025.
  • 728 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Sellwood Investment Partners's 13F filing for Q2 2026, filed 28 Jul 2026.