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Tower View Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Tower View Wealth Management’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 		$20.5K Buy
263
+3
+1% +$234 0.01% 131
2026
Q1 		$20.4K Sell
260
-1,241
-83% -$97.7K 0.01% 123
2025
Q4 		$118K Buy
1,501
+19
+1% +$1.5K 0.06% 69
2025
Q3 		$117K Buy
1,482
+15
+1% +$1.18K 0.06% 67
2025
Q2 		$115K Buy
1,467
+14
+1% +$1.09K 0.06% 75
2025
Q1 		$114K Buy
1,453
+4
+0.3% +$311 0.07% 62
2024
Q4 		$112K Buy
1,449
+2
+0.1% +$155 0.06% 67
2024
Q3 		$114K Hold
1,447
– – 0.06% 65
2024
Q2 		$111K Buy
1,447
+1,200
+486% +$91.6K 0.06% 66
2024
Q1 		$18.9K Buy
+247
New +$18.9K 0.01% 113
2020
Q1 		– Sell
-250
Closed -$20K – 116
2019
Q4 		$20K Buy
250
+2
+0.8% +$161 0.02% 101
2019
Q3 		$20K Sell
248
-154
-38% -$12.4K 0.02% 101
2019
Q2 		$32K Buy
402
+3
+0.8% +$239 0.03% 86
2019
Q1 		$32K Buy
399
+1
+0.3% +$79 0.03% 85
2018
Q4 		$31K Sell
398
-117
-23% -$9.12K 0.03% 84
2018
Q3 		$40K Buy
515
+3
+0.6% +$234 0.04% 98
2018
Q2 		$40K Buy
512
+2
+0.4% +$156 0.04% 95
2018
Q1 		$40K Buy
510
+2
+0.4% +$157 0.04% 95
2017
Q4 		$40K Buy
+508
New +$40.4K 0.04% 98

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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
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

Tower View Wealth Management's BSV Position: Q2 2026 in Review

Tower View Wealth Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 1.2% in Q2 2026, buying an estimated $234 and bringing the position to 263 shares worth $20.5K. The position accounts for 0.01% of the portfolio, ranked #131.

Tower View Wealth Management first reported a position in BSV in Q4 2017 and has held it in 19 quarters since. The position peaked at $118K in Q4 2025. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Tower View Wealth Management held 263 shares of Vanguard Short-Term Bond ETF worth $20.5K as of Q2 2026.
  • Tower View Wealth Management bought 3 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $234.
  • Vanguard Short-Term Bond ETF made up 0.01% of Tower View Wealth Management's portfolio in Q2 2026, its #131 holding.
  • Tower View Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2017 and has held it in 19 quarters since.
  • Tower View Wealth Management's Vanguard Short-Term Bond ETF position peaked at $118K in Q4 2025.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Tower View Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.