Twin Peaks Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Twin Peaks Wealth 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 Q1	$209K	Hold	2,660	–	–	0.05%	178
2025 Q4	$210K	Sell	2,660 -1,540	-37%	-$121K	0.06%	175
2025 Q3	$331K	Sell	4,200 -1	-0%	-$79	0.11%	123
2025 Q2	$330K	Buy	4,201 +1,171	+39%	+$91.6K	0.11%	118
2025 Q1	$237K	Sell	3,030 -140	-4%	-$10.9K	0.11%	121
2024 Q4	$245K	Sell	3,170 -2,810	-47%	-$218K	0.1%	124
2024 Q3	$471K	Sell	5,980 -7,523	-56%	-$586K	0.22%	76
2024 Q2	$1.04M	Buy	13,503 +3,273	+32%	+$250K	0.52%	43
2024 Q1	$784K	Sell	10,230 -1,535	-13%	-$118K	0.44%	47
2023 Q4	$906K	Buy	+11,765	New	+$891K	0.58%	37

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 Peaks Wealth Advisors's BSV Position: Q1 2026 in Review

Twin Peaks Wealth Advisors held its Vanguard Short-Term Bond ETF (BSV) position steady in Q1 2026 at 2,660 shares worth $209K. The position accounts for 0.05% of the portfolio, ranked #178.

Twin Peaks Wealth Advisors first reported a position in BSV in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.04M in Q2 2024. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Twin Peaks Wealth Advisors held 2,660 shares of Vanguard Short-Term Bond ETF worth $209K as of Q1 2026.
Twin Peaks Wealth Advisors left its Vanguard Short-Term Bond ETF share count unchanged in Q1 2026.
Vanguard Short-Term Bond ETF made up 0.05% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #178 holding.
Twin Peaks Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 10 quarters since.
Twin Peaks Wealth Advisors's Vanguard Short-Term Bond ETF position peaked at $1.04M in Q2 2024.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.