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Sloy Dahl & Holst’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Sloy Dahl & Holst’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 		$1.16M Buy
14,739
+134
+0.9% +$10.6K 0.16% 45
2025
Q4 		$1.15M Buy
14,605
+7,351
+101% +$580K 0.14% 46
2025
Q3 		$572K Buy
7,254
+402
+6% +$31.6K 0.06% 61
2025
Q2 		$539K Buy
6,852
+271
+4% +$21.2K 0.07% 59
2025
Q1 		$515K Buy
6,581
+672
+11% +$52.2K 0.09% 57
2024
Q4 		$457K Buy
5,909
+2,486
+73% +$193K 0.06% 62
2024
Q3 		$269K Buy
3,423
+82
+2% +$6.39K 0.05% 80
2024
Q2 		$256K Hold
3,341
– – 0.05% 71
2024
Q1 		$256K Buy
3,341
+188
+6% +$14.4K 0.06% 71
2023
Q4 		$243K Hold
3,153
– – 0.05% 76
2023
Q3 		$237K Sell
3,153
-62
-2% -$4.67K 0.05% 73
2023
Q2 		$243K Buy
+3,215
New +$245K 0.04% 70

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 $1.47T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $761B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B 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