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Stonebridge Financial Group (Pennsylvania)’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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 		$1.45M Sell
18,673
-4,215
-18% -$329K 0.11% 115
2026
Q1 		$1.79M Buy
22,888
+2,470
+12% +$194K 0.15% 106
2025
Q4 		$1.61M Buy
20,418
+1,942
+11% +$153K 0.14% 109
2025
Q3 		$1.46M Buy
18,476
+2,380
+15% +$187K 0.13% 109
2025
Q2 		$1.27M Buy
16,096
+4
+0% +$313 0.12% 109
2025
Q1 		$1.26M Sell
16,092
-134
-0.8% -$10.4K 0.13% 101
2024
Q4 		$1.25M Buy
+16,226
New +$1.26M 0.14% 102

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s BSV Position: Q2 2026 in Review

Stonebridge Financial Group (Pennsylvania) reduced its Vanguard Short-Term Bond ETF (BSV) stake by 18% in Q2 2026, selling an estimated $329K and leaving 18,673 shares worth $1.45M. The position accounts for 0.11% of the portfolio, ranked #115.

Stonebridge Financial Group (Pennsylvania) first reported a position in BSV in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.79M in Q1 2026. 1,208 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Stonebridge Financial Group (Pennsylvania) held 18,673 shares of Vanguard Short-Term Bond ETF worth $1.45M as of Q2 2026.
  • Stonebridge Financial Group (Pennsylvania) sold 4,215 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $329K.
  • Vanguard Short-Term Bond ETF made up 0.11% of Stonebridge Financial Group (Pennsylvania)'s portfolio in Q2 2026, its #115 holding.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • Stonebridge Financial Group (Pennsylvania)'s Vanguard Short-Term Bond ETF position peaked at $1.79M in Q1 2026.
  • 1,208 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2026, filed 6 Jul 2026.