TWA
BSV icon

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

Trellis Wealth Advisors’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 		$22.4M Buy
287,328
+19,246
+7% +$1.5M 7.68% 5
2026
Q1 		$21M Buy
268,082
+19,933
+8% +$1.57M 8% 6
2025
Q4 		$19.6M Buy
248,149
+45,692
+23% +$3.6M 7.65% 6
2025
Q3 		$16M Buy
202,457
+29,454
+17% +$2.32M 6.5% 6
2025
Q2 		$13.6M Buy
173,003
+2,256
+1% +$176K 5.93% 6
2025
Q1 		$13.4M Buy
170,747
+913
+0.5% +$70.9K 6.49% 6
2024
Q4 		$13.1M Buy
169,834
+14,849
+10% +$1.15M 6.6% 6
2024
Q3 		$12.2M Buy
154,985
+14,499
+10% +$1.13M 6.11% 6
2024
Q2 		$10.8M Buy
140,486
+14,878
+12% +$1.14M 5.91% 6
2024
Q1 		$9.63M Buy
125,608
+238
+0.2% +$18.3K 5.44% 7
2023
Q4 		$9.66M Buy
125,370
+22,952
+22% +$1.74M 5.24% 6
2023
Q3 		$7.7M Buy
102,418
+14,683
+17% +$1.11M 4.84% 7
2023
Q2 		$6.63M Buy
87,735
+28,332
+48% +$2.16M 4.41% 7
2023
Q1 		$4.54M Buy
59,403
+24,153
+69% +$1.83M 3.34% 8
2022
Q4 		$2.65M Buy
+35,250
New +$2.64M 2.29% 9

Other funds holding BSV

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MWA
Martel Wealth Advisors Vancouver, Washington $636M AUM 12.74% 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
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Trellis Wealth Advisors's BSV Position: Q2 2026 in Review

Trellis Wealth Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 7.2% in Q2 2026, buying an estimated $1.5M and bringing the position to 287,328 shares worth $22.4M. The position accounts for 7.68% of the portfolio, ranked #5.

Trellis Wealth Advisors first reported a position in BSV in Q4 2022 and has held it in 15 quarters since. 248 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Trellis Wealth Advisors held 287,328 shares of Vanguard Short-Term Bond ETF worth $22.4M as of Q2 2026.
  • Trellis Wealth Advisors bought 19,246 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $1.5M.
  • Vanguard Short-Term Bond ETF made up 7.68% of Trellis Wealth Advisors's portfolio in Q2 2026, its #5 holding.
  • Trellis Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 248 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Trellis Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.