Twin City Private Wealth’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Twin City Private 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	$352K	Sell	4,492 -21	-0.5%	-$1.65K	0.27%	87
2025 Q4	$356K	Sell	4,513 -271	-6%	-$21.4K	0.27%	83
2025 Q3	$378K	Buy	4,784 +405	+9%	+$31.8K	0.29%	84
2025 Q2	$345K	Buy	4,379 +8	+0.2%	+$625	0.28%	82
2025 Q1	$342K	Sell	4,371 -84	-2%	-$6.52K	0.3%	78
2024 Q4	$344K	Sell	4,455 -877	-16%	-$68.1K	0.3%	78
2024 Q3	$420K	Buy	5,332 +1,782	+50%	+$139K	0.36%	75
2024 Q2	$272K	Sell	3,550 -94	-3%	-$7.17K	0.26%	83
2024 Q1	$279K	Buy	+3,644	New	+$280K	0.28%	82

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

Twin City Private Wealth's BSV Position: Q1 2026 in Review

Twin City Private Wealth reduced its Vanguard Short-Term Bond ETF (BSV) stake by 0.47% in Q1 2026, selling an estimated $1.65K and leaving 4,492 shares worth $352K. The position accounts for 0.27% of the portfolio, ranked #87.

Twin City Private Wealth first reported a position in BSV in Q1 2024 and has held it in 9 quarters since. The position peaked at $420K in Q3 2024. 1,335 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Twin City Private Wealth held 4,492 shares of Vanguard Short-Term Bond ETF worth $352K as of Q1 2026.
Twin City Private Wealth sold 21 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $1.65K.
Vanguard Short-Term Bond ETF made up 0.27% of Twin City Private Wealth's portfolio in Q1 2026, its #87 holding.
Twin City Private Wealth first reported a position in Vanguard Short-Term Bond ETF in Q1 2024 and has held it in 9 quarters since.
Twin City Private Wealth's Vanguard Short-Term Bond ETF position peaked at $420K in Q3 2024.
1,335 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Twin City Private Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.