Signal Tree Financial Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Signal Tree 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 Q2	$4.43M	Buy	56,873 +2,800	+5%	+$219K	2.94%	8
2026 Q1	$4.24M	Buy	54,073 +1,480	+3%	+$117K	3.2%	8
2025 Q4	$4.14M	Sell	52,593 -14,464	-22%	-$1.14M	3.16%	8
2025 Q3	$5.28M	Buy	67,057 +1,801	+3%	+$142K	4.19%	6
2025 Q2	$5.14M	Buy	65,256 +8,366	+15%	+$654K	4.42%	6
2025 Q1	$4.45M	Buy	56,890 +3,566	+7%	+$277K	4.47%	7
2024 Q4	$4.12M	Buy	+53,324	New	+$4.14M	4.84%	5

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

Signal Tree Financial Partners's BSV Position: Q2 2026 in Review

Signal Tree Financial Partners increased its Vanguard Short-Term Bond ETF (BSV) stake by 5.2% in Q2 2026, buying an estimated $219K and bringing the position to 56,873 shares worth $4.43M. The position accounts for 2.94% of the portfolio, ranked #8.

Signal Tree Financial Partners first reported a position in BSV in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.28M in Q3 2025. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Signal Tree Financial Partners held 56,873 shares of Vanguard Short-Term Bond ETF worth $4.43M as of Q2 2026.
Signal Tree Financial Partners bought 2,800 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $219K.
Vanguard Short-Term Bond ETF made up 2.94% of Signal Tree Financial Partners's portfolio in Q2 2026, its #8 holding.
Signal Tree Financial Partners first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
Signal Tree Financial Partners's Vanguard Short-Term Bond ETF position peaked at $5.28M in Q3 2025.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Signal Tree Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.