Tradewinds Capital Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Tradewinds Capital 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	$13.2K	Hold	170	–	–	﹤0.01%	366
2026 Q1	$13.3K	Buy	+170	New	+$13.4K	﹤0.01%	364
2023 Q2	–	Sell	-131	Closed	-$10K	–	485
2023 Q1	$10K	Buy	+131	New	+$9.93K	﹤0.01%	240
2021 Q2	–	Sell	-12	Closed	-$1K	–	773
2021 Q1	$1K	Buy	+12	New	+$991	﹤0.01%	675
2019 Q1	–	Sell	-121	Closed	-$10K	–	600
2018 Q4	$10K	Buy	+121	New	+$9.44K	﹤0.01%	376
2015 Q3	–	Sell	-65	Closed	-$5K	–	647
2015 Q2	$5K	Buy	+65	New	+$5.22K	﹤0.01%	472
2014 Q2	–	Sell	-14	Closed	-$1K	–	616
2014 Q1	$1K	Sell	14 -37	-73%	-$2.97K	﹤0.01%	579
2013 Q4	$4K	Buy	+51	New	+$4.1K	﹤0.01%	452

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Tradewinds Capital Management's BSV Position: Q2 2026 in Review

Tradewinds Capital Management held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2026 at 170 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #366.

Tradewinds Capital Management first reported a position in BSV in Q4 2013 and has held it in 8 quarters since. The position peaked at $13.3K in Q1 2026. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Tradewinds Capital Management held 170 shares of Vanguard Short-Term Bond ETF worth $13.2K as of Q2 2026.
Tradewinds Capital Management left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Short-Term Bond ETF made up ﹤0.01% of Tradewinds Capital Management's portfolio in Q2 2026, its #366 holding.
Tradewinds Capital Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2013 and has held it in 8 quarters since.
Tradewinds Capital Management's Vanguard Short-Term Bond ETF position peaked at $13.3K in Q1 2026.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.