SHP Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

SHP Wealth Management’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	$49.2K	Buy	+627	New	+$49.4K	﹤0.01%	494

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 22.96% 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

SHP Wealth Management's BSV Position: Q1 2026 in Review

SHP Wealth Management opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q1 2026: 627 shares worth $49.2K. The stake represents ﹤0.01% of the portfolio and ranks #494 among its holdings.

1,337 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

SHP Wealth Management held 627 shares of Vanguard Short-Term Bond ETF worth $49.2K as of Q1 2026.
Vanguard Short-Term Bond ETF was a new SHP Wealth Management position in Q1 2026.
Vanguard Short-Term Bond ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #494 holding.
1,337 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.