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

Triad Wealth Partners’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
Q1 		– Sell
-2,552
Closed -$201K – 481
2025
Q4 		$201K Buy
+2,552
New +$201K 0.02% 455
2024
Q3 		– Sell
-724
Closed -$55.5K – 172
2024
Q2 		$55.5K Buy
+724
New +$55.2K 0.03% 217

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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

Triad Wealth Partners's BSV Position: Q1 2026 in Review

Triad Wealth Partners sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2026, closing a stake of 2,552 shares — an estimated $201K sold.

Triad Wealth Partners first reported a position in BSV in Q2 2024 and held it in 2 quarters. The position peaked at $201K in Q4 2025. 1,338 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Triad Wealth Partners reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Triad Wealth Partners sold 2,552 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $201K.
  • Triad Wealth Partners first reported a position in Vanguard Short-Term Bond ETF in Q2 2024 and held it in 2 quarters.
  • Triad Wealth Partners's Vanguard Short-Term Bond ETF position peaked at $201K in Q4 2025.
  • 1,338 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.