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

Team Financial 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 Q2	$580K	Sell	7,451 -43	-0.6%	-$3.36K	0.25%	26
2026 Q1	$588K	Sell	7,494 -582	-7%	-$45.8K	0.27%	22
2025 Q4	$637K	Buy	8,076 +242	+3%	+$19.1K	0.29%	23
2025 Q3	$618K	Sell	7,834 -73	-0.9%	-$5.74K	0.29%	22
2025 Q2	$622K	Sell	7,907 -155	-2%	-$12.1K	0.31%	22
2025 Q1	$631K	Sell	8,062 -2,785	-26%	-$216K	0.36%	21
2024 Q4	$838K	Sell	10,847 -1,159	-10%	-$90K	0.48%	21
2024 Q3	$945K	Sell	12,006 -1,974	-14%	-$154K	0.56%	20
2024 Q2	$1.07M	Sell	13,980 -2,769	-17%	-$211K	0.69%	19
2024 Q1	$1.28M	Sell	16,749 -55,900	-77%	-$4.29M	0.86%	18
2023 Q4	$5.6M	Buy	72,649 +2,956	+4%	+$224K	4.02%	9
2023 Q3	$5.24M	Buy	+69,693	New	+$5.25M	4.33%	8

Other funds holding BSV

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

MWA

Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Team Financial Group's BSV Position: Q2 2026 in Review

Team Financial Group reduced its Vanguard Short-Term Bond ETF (BSV) stake by 0.57% in Q2 2026, selling an estimated $3.36K and leaving 7,451 shares worth $580K. The position accounts for 0.25% of the portfolio, ranked #26.

Team Financial Group first reported a position in BSV in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.6M in Q4 2023. 466 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Team Financial Group held 7,451 shares of Vanguard Short-Term Bond ETF worth $580K as of Q2 2026.
Team Financial Group sold 43 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $3.36K.
Vanguard Short-Term Bond ETF made up 0.25% of Team Financial Group's portfolio in Q2 2026, its #26 holding.
Team Financial Group first reported a position in Vanguard Short-Term Bond ETF in Q3 2023 and has held it in 12 quarters since.
Team Financial Group's Vanguard Short-Term Bond ETF position peaked at $5.6M in Q4 2023.
466 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.