Truvestments Capital’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Truvestments Capital’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	$84.4K	Buy	+1,099	New	+$85.8K	0.01%	437
2025 Q3	–	Sell	-470	Closed	-$37K	–	1063
2025 Q2	$37K	Buy	470 +5	+1%	+$391	0.01%	446
2025 Q1	$36.4K	Buy	465 +3	+0.6%	+$233	0.01%	456
2024 Q4	$35.7K	Buy	462 +5	+1%	+$388	0.01%	423
2024 Q3	$36K	Buy	+457	New	+$35.6K	0.01%	409
2024 Q2	–	Sell	-449	Closed	-$34.4K	–	291
2024 Q1	$34.4K	Buy	449 +2	+0.4%	+$153	0.01%	389
2023 Q4	$34.4K	Buy	447 +4	+0.9%	+$303	0.02%	367
2023 Q3	$33.3K	Buy	443 +3	+0.7%	+$226	0.02%	327
2023 Q2	$33.2K	Buy	440 +3	+0.7%	+$229	0.02%	326
2023 Q1	$33.5K	Buy	437 +1	+0.2%	+$76	0.02%	331
2022 Q4	$32.8K	Buy	436 +3	+0.7%	+$225	0.02%	336
2022 Q3	$32K	Buy	433 +1	+0.2%	+$76	0.02%	294
2022 Q2	$33K	Buy	+432	New	+$33.3K	0.02%	299
2022 Q1	–	Sell	-430	Closed	-$35K	–	236
2021 Q4	$35K	Buy	+430	New	+$35K	0.02%	302
2019 Q4	–	Sell	-180	Closed	-$15K	–	205
2019 Q3	$15K	Hold	180	–	–	0.01%	445
2019 Q2	$14K	Hold	180	–	–	0.01%	477
2019 Q1	$14K	Buy	+180	New	+$14.2K	0.01%	459
2018 Q3	$15K	Buy	+190	New	+$14.8K	0.01%	565

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 22.9% 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

Truvestments Capital's BSV Position: Q2 2026 in Review

Truvestments Capital opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q2 2026: 1,099 shares worth $84.4K. The stake represents 0.01% of the portfolio and ranks #437 among its holdings. This is a return to the name: Truvestments Capital previously reported a position in BSV as recently as Q2 2025.

Truvestments Capital first reported a position in BSV in Q3 2018 and has held it in 18 quarters since. 1,363 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Truvestments Capital held 1,099 shares of Vanguard Short-Term Bond ETF worth $84.4K as of Q2 2026.
Vanguard Short-Term Bond ETF was a new Truvestments Capital position in Q2 2026.
Vanguard Short-Term Bond ETF made up 0.01% of Truvestments Capital's portfolio in Q2 2026, its #437 holding.
Truvestments Capital first reported a position in Vanguard Short-Term Bond ETF in Q3 2018 and has held it in 18 quarters since.
1,363 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.