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

TrustWell 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	$854K	Buy	10,957 +53	+0.5%	+$4.14K	0.72%	22
2026 Q1	$855K	Buy	10,904 +12	+0.1%	+$945	0.8%	17
2025 Q4	$858K	Buy	+10,892	New	+$859K	0.83%	18

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

TrustWell Financial Advisors's BSV Position: Q2 2026 in Review

TrustWell Financial Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.49% in Q2 2026, buying an estimated $4.14K and bringing the position to 10,957 shares worth $854K. The position accounts for 0.72% of the portfolio, ranked #22.

TrustWell Financial Advisors first reported a position in BSV in Q4 2025 and has held it in 3 quarters since. The position peaked at $858K in Q4 2025. 1,348 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

TrustWell Financial Advisors held 10,957 shares of Vanguard Short-Term Bond ETF worth $854K as of Q2 2026.
TrustWell Financial Advisors bought 53 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $4.14K.
Vanguard Short-Term Bond ETF made up 0.72% of TrustWell Financial Advisors's portfolio in Q2 2026, its #22 holding.
TrustWell Financial Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
TrustWell Financial Advisors's Vanguard Short-Term Bond ETF position peaked at $858K in Q4 2025.
1,348 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on TrustWell Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.