Smithbridge Asset Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Smithbridge Asset 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 Q3	$1.19M	Hold	15,550	–	–	0.16%	97
2026 Q2	$1.21M	Hold	15,550	–	–	0.17%	97
2026 Q1	$1.22M	Buy	+15,550	New	+$1.22M	0.18%	102

Other funds holding BSV

True Link Financial Advisors San Francisco, California $1.74B AUM 3.65% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

RS Crum Inc Newport Beach, California $534M AUM 14.22% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Smithbridge Asset Management's BSV Position: Q3 2026 in Review

Smithbridge Asset Management held its Vanguard Short-Term Bond ETF (BSV) position steady in Q3 2026 at 15,550 shares worth $1.19M. The position accounts for 0.16% of the portfolio, ranked #97.

Smithbridge Asset Management first reported a position in BSV in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.22M in Q1 2026. 607 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

Smithbridge Asset Management held 15,550 shares of Vanguard Short-Term Bond ETF worth $1.19M as of Q3 2026.
Smithbridge Asset Management left its Vanguard Short-Term Bond ETF share count unchanged in Q3 2026.
Vanguard Short-Term Bond ETF made up 0.16% of Smithbridge Asset Management's portfolio in Q3 2026, its #97 holding.
Smithbridge Asset Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2026 and has held it in 3 quarters since.
Smithbridge Asset Management's Vanguard Short-Term Bond ETF position peaked at $1.22M in Q1 2026.
607 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Smithbridge Asset Management's 13F filing for Q3 2026, filed 19 Oct 2026.