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 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 $67.6B AUM 18.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sterling Wealth Management's BSV Position: Q1 2026 in Review

Sterling Wealth Management held its Vanguard Short-Term Bond ETF (BSV) position steady in Q1 2026 at 2,748 shares worth $215K. The position accounts for 0.06% of the portfolio, ranked #105.

Sterling Wealth Management first reported a position in BSV in Q4 2023 and has held it in 9 quarters since. The position peaked at $259K in Q3 2024. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Sterling Wealth Management held 2,748 shares of Vanguard Short-Term Bond ETF worth $215K as of Q1 2026.
Sterling Wealth Management left its Vanguard Short-Term Bond ETF share count unchanged in Q1 2026.
Vanguard Short-Term Bond ETF made up 0.06% of Sterling Wealth Management's portfolio in Q1 2026, its #105 holding.
Sterling Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 9 quarters since.
Sterling Wealth Management's Vanguard Short-Term Bond ETF position peaked at $259K in Q3 2024.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Sterling Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.