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Stonebridge Financial Planning Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Stonebridge Financial Planning Group’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
-3,108
Closed -$245K – 174
2025
Q4 		$245K Buy
3,108
+66
+2% +$5.21K 0.09% 158
2025
Q3 		$240K Sell
3,042
-200
-6% -$15.7K 0.09% 159
2025
Q2 		$255K Buy
3,242
+72
+2% +$5.63K 0.11% 148
2025
Q1 		$248K Buy
3,170
+97
+3% +$7.53K 0.11% 148
2024
Q4 		$237K Buy
3,073
+61
+2% +$4.73K 0.11% 150
2024
Q3 		$237K Buy
+3,012
New +$235K 0.11% 144
2021
Q3 		– Sell
-1,230
Closed -$101K – 408
2021
Q2 		$101K Sell
1,230
-1,160
-49% -$95.4K 0.05% 159
2021
Q1 		$196K Sell
2,390
-475
-17% -$39.2K 0.11% 112
2020
Q4 		$238K Buy
2,865
+1,050
+58% +$87K 0.15% 94
2020
Q3 		$151K Buy
1,815
+725
+67% +$60.2K 0.11% 105
2020
Q2 		$91K Buy
+1,090
New +$90.1K 0.08% 138

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

Stonebridge Financial Planning Group's BSV Position: Q1 2026 in Review

Stonebridge Financial Planning Group sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2026, closing a stake of 3,108 shares — an estimated $245K sold.

Stonebridge Financial Planning Group first reported a position in BSV in Q2 2020 and held it in 11 quarters. The position peaked at $255K in Q2 2025. 1,338 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Stonebridge Financial Planning Group reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 3,108 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $245K.
  • Stonebridge Financial Planning Group first reported a position in Vanguard Short-Term Bond ETF in Q2 2020 and held it in 11 quarters.
  • Stonebridge Financial Planning Group's Vanguard Short-Term Bond ETF position peaked at $255K in Q2 2025.
  • 1,338 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.