SFP
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Shepherd Financial Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Shepherd Financial 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
Q1 		$970K Sell
12,367
-1,002
-7% -$78.9K 0.09% 114
2025
Q4 		$1.05M Sell
13,369
-2,095
-14% -$165K 0.1% 111
2025
Q3 		$1.22M Sell
15,464
-2,766
-15% -$217K 0.12% 106
2025
Q2 		$1.43M Sell
18,230
-7,473
-29% -$584K 0.15% 93
2025
Q1 		$2.01M Sell
25,703
-75,823
-75% -$5.89M 0.24% 76
2024
Q4 		$7.84M Buy
101,526
+848
+0.8% +$65.8K 0.94% 20
2024
Q3 		$7.92M Buy
100,678
+183
+0.2% +$14.3K 0.95% 20
2024
Q2 		$7.71M Sell
100,495
-604
-0.6% -$46.1K 0.99% 18
2024
Q1 		$7.75M Buy
101,099
+1,321
+1% +$101K 1.01% 18
2023
Q4 		$7.68M Sell
99,778
-3,906
-4% -$296K 1.09% 15
2023
Q3 		$7.79M Buy
103,684
+2,311
+2% +$174K 1.22% 15
2023
Q2 		$7.66M Sell
101,373
-28,614
-22% -$2.18M 1.19% 16
2023
Q1 		$9.94M Buy
129,987
+55,466
+74% +$4.2M 1.66% 11
2022
Q4 		$5.61M Buy
74,521
+7,593
+11% +$570K 1.02% 15
2022
Q3 		$5.01M Sell
66,928
-1,268
-2% -$96.9K 0.98% 18
2022
Q2 		$5.24M Buy
+68,196
New +$5.25M 1.02% 19
2022
Q1 		– Sell
-127,928
Closed -$10.3M – 161
2021
Q4 		$10.3M Sell
127,928
-8,493
-6% -$691K 1.8% 11
2021
Q3 		$11.2M Buy
136,421
+13,920
+11% +$1.14M 2.16% 10
2021
Q2 		$10.1M Buy
+122,501
New +$10.1M 1.91% 11

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Shepherd Financial Partners's BSV Position: Q1 2026 in Review

Shepherd Financial Partners reduced its Vanguard Short-Term Bond ETF (BSV) stake by 7.5% in Q1 2026, selling an estimated $78.9K and leaving 12,367 shares worth $970K. The position accounts for 0.09% of the portfolio, ranked #114.

Shepherd Financial Partners first reported a position in BSV in Q2 2021 and has held it in 19 quarters since. The position peaked at $11.2M in Q3 2021. 1,335 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Shepherd Financial Partners held 12,367 shares of Vanguard Short-Term Bond ETF worth $970K as of Q1 2026.
  • Shepherd Financial Partners sold 1,002 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $78.9K.
  • Vanguard Short-Term Bond ETF made up 0.09% of Shepherd Financial Partners's portfolio in Q1 2026, its #114 holding.
  • Shepherd Financial Partners first reported a position in Vanguard Short-Term Bond ETF in Q2 2021 and has held it in 19 quarters since.
  • Shepherd Financial Partners's Vanguard Short-Term Bond ETF position peaked at $11.2M in Q3 2021.
  • 1,335 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.