SP
BSV icon

Successful Portfolios’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Successful Portfolios’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 		$9.35M Buy
120,461
+11,135
+10% +$869K 4.37% 2
2026
Q1 		$8.57M Buy
109,326
+10,073
+10% +$793K 4.72% 2
2025
Q4 		$7.82M Buy
99,253
+21,366
+27% +$1.69M 3.98% 3
2025
Q3 		$6.15M Buy
77,887
+11,963
+18% +$941K 3.59% 4
2025
Q2 		$5.19M Buy
65,924
+5,594
+9% +$437K 3.19% 6
2025
Q1 		$4.72M Buy
60,330
+6,970
+13% +$541K 3.21% 5
2024
Q4 		$4.12M Buy
53,360
+9,764
+22% +$758K 2.76% 10
2024
Q3 		$3.43M Buy
43,596
+3,893
+10% +$303K 2.32% 11
2024
Q2 		$3.05M Buy
39,703
+7,154
+22% +$546K 2.13% 11
2024
Q1 		$2.5M Buy
32,549
+12,380
+61% +$950K 1.7% 13
2023
Q4 		$1.55M Buy
20,169
+5,873
+41% +$445K 1.16% 20
2023
Q3 		$1.07M Buy
14,296
+11,242
+368% +$847K 0.95% 28
2023
Q2 		$231K Buy
+3,054
New +$233K 0.2% 120

Other funds holding BSV

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return
IWM
Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return
FMC
First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return