Summit Trail Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Summit Trail Advisors’s Portfolio BSV Stock Details BSV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$1.09M	Buy
2019 Q4	–	Sell
2019 Q3	$496K	Hold
2019 Q2	$494K	Sell
2019 Q1	$689K	Buy
2018 Q2	–	Sell
2018 Q1	$1.42M	Buy
2017 Q4	$1.44M	Buy