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Towerpoint Wealth’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Towerpoint Wealth’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 		$227K Hold
2,911
– – 0.08% 106
2026
Q1 		$228K Hold
2,911
– – 0.09% 85
2025
Q4 		$229K Buy
+2,911
New +$230K 0.09% 88

Other funds holding BSV

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
DC
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
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

Towerpoint Wealth's BSV Position: Q2 2026 in Review

Towerpoint Wealth held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2026 at 2,911 shares worth $227K. The position accounts for 0.08% of the portfolio, ranked #106.

Towerpoint Wealth first reported a position in BSV in Q4 2025 and has held it in 3 quarters since. The position peaked at $229K in Q4 2025. 567 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Towerpoint Wealth held 2,911 shares of Vanguard Short-Term Bond ETF worth $227K as of Q2 2026.
  • Towerpoint Wealth left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2026.
  • Vanguard Short-Term Bond ETF made up 0.08% of Towerpoint Wealth's portfolio in Q2 2026, its #106 holding.
  • Towerpoint Wealth first reported a position in Vanguard Short-Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Towerpoint Wealth's Vanguard Short-Term Bond ETF position peaked at $229K in Q4 2025.
  • 567 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Towerpoint Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.