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 Q2	$1.97M	Sell	25,348 -291	-1%	-$22.7K	0.19%	100
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 $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

TritonPoint Wealth's BSV Position: Q2 2026 in Review

TritonPoint Wealth reduced its Vanguard Short-Term Bond ETF (BSV) stake by 1.1% in Q2 2026, selling an estimated $22.7K and leaving 25,348 shares worth $1.97M. The position accounts for 0.19% of the portfolio, ranked #100.

TritonPoint Wealth first reported a position in BSV in Q4 2023 and has held it in 10 quarters since. The position peaked at $11.3M in Q4 2023. 1,361 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

TritonPoint Wealth held 25,348 shares of Vanguard Short-Term Bond ETF worth $1.97M as of Q2 2026.
TritonPoint Wealth sold 291 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $22.7K.
Vanguard Short-Term Bond ETF made up 0.19% of TritonPoint Wealth's portfolio in Q2 2026, its #100 holding.
TritonPoint Wealth first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 10 quarters since.
TritonPoint Wealth's Vanguard Short-Term Bond ETF position peaked at $11.3M in Q4 2023.
1,361 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.