Shore Point Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Shore Point 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 Q1	–	Sell	-8,248	Closed	-$650K	–	77
2025 Q4	$650K	Buy	8,248 +333	+4%	+$26.3K	0.28%	43
2025 Q3	$625K	Buy	7,915 +513	+7%	+$40.3K	0.28%	42
2025 Q2	$583K	Buy	7,402 +497	+7%	+$38.9K	0.28%	42
2025 Q1	$541K	Buy	6,905 +908	+15%	+$70.5K	0.29%	39
2024 Q4	$463K	Buy	5,997 +510	+9%	+$39.6K	0.25%	41
2024 Q3	$432K	Buy	5,487 +282	+5%	+$22K	0.23%	43
2024 Q2	$399K	Buy	5,205 +132	+3%	+$10.1K	0.23%	42
2024 Q1	$389K	Buy	5,073 +401	+9%	+$30.8K	0.22%	41
2023 Q4	$360K	Buy	4,672 +196	+4%	+$14.8K	0.22%	42
2023 Q3	$336K	Sell	4,476 -92	-2%	-$6.93K	0.24%	41
2023 Q2	$345K	Sell	4,568 -155	-3%	-$11.8K	0.25%	40
2023 Q1	$361K	Buy	4,723 +180	+4%	+$13.6K	0.27%	35
2022 Q4	$342K	Buy	4,543 +141	+3%	+$10.6K	0.28%	37
2022 Q3	$329K	Buy	4,402 +423	+11%	+$32.3K	0.32%	26
2022 Q2	$306K	Buy	+3,979	New	+$307K	0.29%	31

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Shore Point Advisors's BSV Position: Q1 2026 in Review

Shore Point Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2026, closing a stake of 8,248 shares — an estimated $650K sold.

Shore Point Advisors first reported a position in BSV in Q2 2022 and held it in 15 quarters. The position peaked at $650K in Q4 2025. 1,335 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Shore Point Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
Shore Point Advisors sold 8,248 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $650K.
Shore Point Advisors first reported a position in Vanguard Short-Term Bond ETF in Q2 2022 and held it in 15 quarters.
Shore Point Advisors's Vanguard Short-Term Bond ETF position peaked at $650K in Q4 2025.
1,335 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Shore Point Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.