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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$249K Buy
3,197
+537
+20% +$41.9K 0.06% 190
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

Twin Peaks Wealth Advisors's BSV Position: Q2 2026 in Review

Twin Peaks Wealth Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 20% in Q2 2026, buying an estimated $41.9K and bringing the position to 3,197 shares worth $249K. The position accounts for 0.06% of the portfolio, ranked #190.

Twin Peaks Wealth Advisors first reported a position in BSV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.04M in Q2 2024. 1,360 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Twin Peaks Wealth Advisors held 3,197 shares of Vanguard Short-Term Bond ETF worth $249K as of Q2 2026.
  • Twin Peaks Wealth Advisors bought 537 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $41.9K.
  • Vanguard Short-Term Bond ETF made up 0.06% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #190 holding.
  • Twin Peaks Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • Twin Peaks Wealth Advisors's Vanguard Short-Term Bond ETF position peaked at $1.04M in Q2 2024.
  • 1,360 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.