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Tribridge Partners Financial’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Tribridge Partners Financial’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 		$10.6M Sell
136,183
-1,075
-0.8% -$83.9K 4.14% 10
2026
Q1 		$10.7M Sell
137,258
-520
-0.4% -$40.9K 4.44% 10
2025
Q4 		$10.9M Buy
137,778
+15,316
+13% +$1.21M 4.56% 10
2025
Q3 		$9.65M Buy
122,462
+20,602
+20% +$1.62M 4.43% 10
2025
Q2 		$8.02M Buy
+101,860
New +$7.96M 4.7% 10

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

Tribridge Partners Financial's BSV Position: Q2 2026 in Review

Tribridge Partners Financial reduced its Vanguard Short-Term Bond ETF (BSV) stake by 0.78% in Q2 2026, selling an estimated $83.9K and leaving 136,183 shares worth $10.6M. The position accounts for 4.14% of the portfolio, ranked #10.

Tribridge Partners Financial first reported a position in BSV in Q2 2025 and has held it in 5 quarters since. The position peaked at $10.9M in Q4 2025. 1,359 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Tribridge Partners Financial held 136,183 shares of Vanguard Short-Term Bond ETF worth $10.6M as of Q2 2026.
  • Tribridge Partners Financial sold 1,075 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $83.9K.
  • Vanguard Short-Term Bond ETF made up 4.14% of Tribridge Partners Financial's portfolio in Q2 2026, its #10 holding.
  • Tribridge Partners Financial first reported a position in Vanguard Short-Term Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • Tribridge Partners Financial's Vanguard Short-Term Bond ETF position peaked at $10.9M in Q4 2025.
  • 1,359 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Tribridge Partners Financial's 13F filing for Q2 2026, filed 4 Aug 2026.