SWM
BSV icon

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

Stockman 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 		– Sell
-4,181
Closed -$330K – 181
2025
Q4 		$330K Sell
4,181
-3,228
-44% -$255K 0.04% 132
2025
Q3 		$585K Buy
7,409
+284
+4% +$22.3K 0.07% 95
2025
Q2 		$561K Sell
7,125
-126
-2% -$9.85K 0.08% 96
2025
Q1 		$568K Buy
7,251
+626
+9% +$48.6K 0.08% 92
2024
Q4 		$512K Buy
6,625
+157
+2% +$12.2K 0.08% 100
2024
Q3 		$509K Sell
6,468
-738
-10% -$57.5K 0.08% 107
2024
Q2 		$553K Buy
7,206
+273
+4% +$20.8K 0.1% 95
2024
Q1 		$532K Buy
6,933
+727
+12% +$55.8K 0.09% 97
2023
Q4 		$478K Buy
6,206
+25
+0.4% +$1.89K 0.1% 100
2023
Q3 		$465K Sell
6,181
-167
-3% -$12.6K 0.1% 104
2023
Q2 		$480K Buy
6,348
+421
+7% +$32.1K 0.1% 104
2023
Q1 		$453K Buy
5,927
+1,338
+29% +$101K 0.1% 112
2022
Q4 		$345K Buy
+4,589
New +$344K 0.08% 137
2021
Q4 		– Sell
-3,361
Closed -$275K – 206
2021
Q3 		$275K Buy
3,361
+761
+29% +$62.5K 0.06% 164
2021
Q2 		$214K Buy
2,600
+105
+4% +$8.64K 0.05% 185
2021
Q1 		$205K Buy
2,495
+75
+3% +$6.19K 0.06% 179
2020
Q4 		$201K Buy
+2,420
New +$201K 0.06% 179
2016
Q1 		– Sell
-6,694
Closed -$533K – 72
2015
Q4 		$533K Sell
6,694
-305
-4% -$24.4K 0.43% 55
2015
Q3 		$563K Buy
6,999
+1,499
+27% +$120K 0.49% 56
2015
Q2 		$441K Sell
5,500
-1,050
-16% -$84.3K 0.38% 61
2015
Q1 		$527K Sell
6,550
-2,000
-23% -$161K 0.45% 60
2014
Q4 		$684K Buy
+8,550
New +$686K 0.58% 56

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Stockman Wealth Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2026, closing a stake of 4,181 shares — an estimated $330K sold.

Stockman Wealth Management first reported a position in BSV in Q4 2014 and held it in 22 quarters. The position peaked at $684K in Q4 2014. 1,339 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Stockman Wealth Management reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Stockman Wealth Management sold 4,181 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $330K.
  • Stockman Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2014 and held it in 22 quarters.
  • Stockman Wealth Management's Vanguard Short-Term Bond ETF position peaked at $684K in Q4 2014.
  • 1,339 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Stockman Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.