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

TritonPoint 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 Q1	$2.01M	Buy	+25,639	New	+$2.02M	0.22%	94
2025 Q4	–	Sell	-28,460	Closed	-$2.25M	–	285
2025 Q3	$2.25M	Sell	28,460 -3,233	-10%	-$254K	0.19%	111
2025 Q2	$2.49M	Sell	31,693 -1,405	-4%	-$110K	0.23%	104
2025 Q1	$2.59M	Sell	33,098 -659	-2%	-$51.2K	0.25%	94
2024 Q4	$2.61M	Sell	33,757 -166	-0.5%	-$12.9K	0.24%	102
2024 Q3	$2.67M	Sell	33,923 -2,357	-6%	-$184K	0.24%	98
2024 Q2	$2.78M	Sell	36,280 -5,707	-14%	-$435K	0.27%	89
2024 Q1	$11.3M	Sell	41,987 -104,426	-71%	-$8.01M	1.18%	19
2023 Q4	$11.3M	Buy	+146,413	New	+$11.1M	1.1%	22

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TritonPoint Wealth's BSV Position: Q1 2026 in Review

TritonPoint Wealth opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q1 2026: 25,639 shares worth $2.01M. The stake represents 0.22% of the portfolio and ranks #94 among its holdings. This is a return to the name: TritonPoint Wealth previously reported a position in BSV as recently as Q3 2025.

TritonPoint Wealth first reported a position in BSV in Q4 2023 and has held it in 9 quarters since. The position peaked at $11.3M in Q4 2023. 1,333 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

TritonPoint Wealth held 25,639 shares of Vanguard Short-Term Bond ETF worth $2.01M as of Q1 2026.
Vanguard Short-Term Bond ETF was a new TritonPoint Wealth position in Q1 2026.
Vanguard Short-Term Bond ETF made up 0.22% of TritonPoint Wealth's portfolio in Q1 2026, its #94 holding.
TritonPoint Wealth first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 9 quarters since.
TritonPoint Wealth's Vanguard Short-Term Bond ETF position peaked at $11.3M in Q4 2023.
1,333 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on TritonPoint Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.