Towerpoint Wealth
BSV icon

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
Q3 		$222K Hold
2,911
– – 0.08% 106
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

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Willow Creek Wealth Management
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Allied Investment Advisors
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Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
RS Crum Inc
RS Crum Inc Newport Beach, California $534M AUM 14.22% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Towerpoint Wealth's BSV Position: Q3 2026 in Review

Towerpoint Wealth held its Vanguard Short-Term Bond ETF (BSV) position steady in Q3 2026 at 2,911 shares worth $222K. 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 4 quarters since. The position peaked at $229K in Q4 2025. 607 funds tracked by Wall St. Rank hold BSV as of Q3 2026.

  • Towerpoint Wealth held 2,911 shares of Vanguard Short-Term Bond ETF worth $222K as of Q3 2026.
  • Towerpoint Wealth left its Vanguard Short-Term Bond ETF share count unchanged in Q3 2026.
  • Vanguard Short-Term Bond ETF made up 0.08% of Towerpoint Wealth's portfolio in Q3 2026, its #106 holding.
  • Towerpoint Wealth first reported a position in Vanguard Short-Term Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Towerpoint Wealth's Vanguard Short-Term Bond ETF position peaked at $229K in Q4 2025.
  • 607 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2026.

Based on Towerpoint Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.