SW
BSV icon

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

SoFi Wealth’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 		$7.6K Sell
97
-69
-42% -$5.43K ﹤0.01% 43
2025
Q4 		$13.1K Sell
166
-2
-1% -$158 ﹤0.01% 42
2025
Q3 		$13.2K Sell
168
-64
-28% -$5.03K ﹤0.01% 43
2025
Q2 		$18.3K Sell
232
-50
-18% -$3.91K ﹤0.01% 40
2025
Q1 		$22.1K Sell
282
-734,737
-100% -$57M ﹤0.01% 33
2024
Q4 		$56.8M Buy
735,019
+64,143
+10% +$4.98M 3.89% 7
2024
Q3 		$52.8M Buy
670,876
+65,667
+11% +$5.12M 3.88% 6
2024
Q2 		$46.4M Buy
605,209
+62,877
+12% +$4.8M 3.89% 7
2024
Q1 		$41.6M Buy
542,332
+44,542
+9% +$3.42M 3.87% 7
2023
Q4 		$38.3M Buy
497,790
+19,243
+4% +$1.46M 4.11% 7
2023
Q3 		$36M Buy
478,547
+9,597
+2% +$723K 4.39% 7
2023
Q2 		$35.4M Buy
468,950
+17,271
+4% +$1.32M 4.37% 7
2023
Q1 		$34.5M Buy
451,679
+18,489
+4% +$1.4M 4.66% 7
2022
Q4 		$32.6M Buy
433,190
+19,360
+5% +$1.45M 4.91% 7
2022
Q3 		$31M Buy
413,830
+18,714
+5% +$1.43M 5.18% 7
2022
Q2 		$30.3M Buy
395,116
+33,725
+9% +$2.6M 5.08% 7
2022
Q1 		$28.2M Buy
+361,391
New +$28.7M 4.27% 6

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 $1.56T 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 $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B 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

SoFi Wealth's BSV Position: Q1 2026 in Review

SoFi Wealth reduced its Vanguard Short-Term Bond ETF (BSV) stake by 42% in Q1 2026, selling an estimated $5.43K and leaving 97 shares worth $7.6K. The position accounts for ﹤0.01% of the portfolio, ranked #43.

SoFi Wealth first reported a position in BSV in Q1 2022 and has held it in 17 quarters since. The position peaked at $56.8M in Q4 2024. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • SoFi Wealth held 97 shares of Vanguard Short-Term Bond ETF worth $7.6K as of Q1 2026.
  • SoFi Wealth sold 69 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $5.43K.
  • Vanguard Short-Term Bond ETF made up ﹤0.01% of SoFi Wealth's portfolio in Q1 2026, its #43 holding.
  • SoFi Wealth first reported a position in Vanguard Short-Term Bond ETF in Q1 2022 and has held it in 17 quarters since.
  • SoFi Wealth's Vanguard Short-Term Bond ETF position peaked at $56.8M in Q4 2024.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on SoFi Wealth's 13F filing for Q1 2026, filed 5 May 2026.