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

Sterling 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 Q2	–	Sell	-2,748	Closed	-$215K	–	120
2026 Q1	$215K	Hold	2,748	–	–	0.06%	105
2025 Q4	$217K	Sell	2,748 -16	-0.6%	-$1.26K	0.06%	101
2025 Q3	$218K	Buy	2,764 +1	+0%	+$79	0.07%	100
2025 Q2	$217K	Buy	+2,763	New	+$216K	0.07%	102
2024 Q4	$213K	Sell	2,762 -529	-16%	-$41.1K	0.08%	100
2024 Q3	$259K	Buy	3,291 +2	+0.1%	+$156	0.1%	98
2024 Q2	$252K	Buy	3,289 +2	+0.1%	+$153	0.12%	89
2024 Q1	$252K	Buy	3,287 +2	+0.1%	+$153	0.13%	84
2023 Q4	$253K	Buy	+3,285	New	+$249K	0.14%	79

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

Sterling Wealth Management's BSV Position: Q2 2026 in Review

Sterling Wealth Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2026, closing a stake of 2,748 shares — an estimated $215K sold.

Sterling Wealth Management first reported a position in BSV in Q4 2023 and held it in 9 quarters. The position peaked at $259K in Q3 2024. 1,356 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Sterling Wealth Management reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2026 after selling out during the quarter.
Sterling Wealth Management sold 2,748 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $215K.
Sterling Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and held it in 9 quarters.
Sterling Wealth Management's Vanguard Short-Term Bond ETF position peaked at $259K in Q3 2024.
1,356 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Sterling Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.