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True Link Financial Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

True Link Financial 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 		$203M Buy
2,608,375
+125,888
+5% +$9.82M 11.75% 3
2026
Q1 		$195M Buy
2,482,487
+92,921
+4% +$7.32M 12.02% 2
2025
Q4 		$188M Buy
2,389,566
+150,940
+7% +$11.9M 11.44% 3
2025
Q3 		$177M Buy
2,238,626
+134,154
+6% +$10.5M 11.37% 3
2025
Q2 		$166M Buy
2,104,472
+67,033
+3% +$5.24M 11.43% 3
2025
Q1 		$159M Buy
2,037,439
+237,676
+13% +$18.4M 11.9% 2
2024
Q4 		$139M Sell
1,799,763
-233,189
-11% -$18.1M 11.67% 3
2024
Q3 		$160M Sell
2,032,952
-775,009
-28% -$60.4M 13.58% 2
2024
Q2 		$215M Buy
2,807,961
+70,196
+3% +$5.36M 19.98% 1
2024
Q1 		$210M Sell
2,737,765
-98,072
-3% -$7.52M 20.13% 1
2023
Q4 		$218M Buy
2,835,837
+174,785
+7% +$13.2M 23.64% 1
2023
Q3 		$200M Sell
2,661,052
-541,937
-17% -$40.9M 24% 1
2023
Q2 		$242M Buy
3,202,989
+179,430
+6% +$13.7M 29.25% 1
2023
Q1 		$231M Buy
3,023,559
+129,707
+4% +$9.83M 28.96% 1
2022
Q4 		$218M Buy
2,893,852
+117,082
+4% +$8.78M 29.53% 1
2022
Q3 		$208M Buy
2,776,770
+248,010
+10% +$18.9M 30.11% 1
2022
Q2 		$194M Buy
2,528,760
+659,924
+35% +$50.8M 29.36% 1
2022
Q1 		$146M Buy
1,868,836
+79,645
+4% +$6.32M 21.05% 1
2021
Q4 		$145M Buy
1,789,191
+38,301
+2% +$3.12M 19.3% 1
2021
Q3 		$143M Buy
1,750,890
+133,656
+8% +$11M 19.68% 1
2021
Q2 		$133M Buy
1,617,234
+459,853
+40% +$37.8M 19.49% 1
2021
Q1 		$95.1M Buy
1,157,381
+158,013
+16% +$13M 13.79% 1
2020
Q4 		$82.8M Buy
+999,368
New +$82.8M 12.98% 1

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

True Link Financial Advisors's BSV Position: Q2 2026 in Review

True Link Financial Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 5.1% in Q2 2026, buying an estimated $9.82M and bringing the position to 2,608,375 shares worth $203M. The position accounts for 11.75% of the portfolio, ranked #3.

True Link Financial Advisors first reported a position in BSV in Q4 2020 and has held it in 23 quarters since. The position peaked at $242M in Q2 2023. 1,351 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • True Link Financial Advisors held 2,608,375 shares of Vanguard Short-Term Bond ETF worth $203M as of Q2 2026.
  • True Link Financial Advisors bought 125,888 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $9.82M.
  • Vanguard Short-Term Bond ETF made up 11.75% of True Link Financial Advisors's portfolio in Q2 2026, its #3 holding.
  • True Link Financial Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • True Link Financial Advisors's Vanguard Short-Term Bond ETF position peaked at $242M in Q2 2023.
  • 1,351 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.