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WealthShield Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

WealthShield Partners’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 		$88.9K Sell
1,134
-11
-1% -$866 0.01% 416
2025
Q4 		$90.2K Sell
1,145
-94
-8% -$7.42K 0.01% 403
2025
Q3 		$97.8K Buy
1,239
+10
+0.8% +$786 0.01% 397
2025
Q2 		$96.7K Buy
1,229
+32
+3% +$2.5K 0.01% 386
2025
Q1 		$93.7K Buy
1,197
+30
+3% +$2.33K 0.01% 375
2024
Q4 		$90.2K Buy
1,167
+13
+1% +$1.01K 0.01% 350
2024
Q3 		$90.8K Buy
1,154
+2
+0.2% +$156 0.01% 358
2024
Q2 		$88.4K Buy
1,152
+899
+355% +$68.6K 0.01% 332
2024
Q1 		$19.4K Sell
253
-588
-70% -$45.1K ﹤0.01% 401
2023
Q4 		$64.8K Sell
841
-6
-0.7% -$454 0.01% 347
2023
Q3 		$63.7K Sell
847
-519
-38% -$39.1K 0.01% 363
2023
Q2 		$103K Sell
1,366
-2,352
-63% -$179K 0.02% 339
2023
Q1 		$284K Buy
3,718
+377
+11% +$28.6K 0.05% 259
2022
Q4 		$252K Buy
3,341
+656
+24% +$49.2K 0.05% 258
2022
Q3 		$201K Buy
+2,685
New +$205K 0.04% 282
2021
Q3 		– Sell
-3,314
Closed -$272K – 301
2021
Q2 		$272K Buy
3,314
+828
+33% +$68.1K 0.04% 217
2021
Q1 		$204K Sell
2,486
-1,372
-36% -$113K 0.04% 253
2020
Q4 		$320K Buy
3,858
+194
+5% +$16.1K 0.06% 228
2020
Q3 		$304K Buy
3,664
+2,254
+160% +$187K 0.11% 190
2020
Q2 		$117K Buy
1,410
+425
+43% +$35.1K 0.05% 217
2020
Q1 		$81K Sell
985
-1,200
-55% -$97.4K 0.05% 175
2019
Q4 		$176K Hold
2,185
– – 0.09% 182
2019
Q3 		$177K Hold
2,185
– – 0.09% 170
2019
Q2 		$176K Sell
2,185
-3
-0.1% -$239 0.1% 149
2019
Q1 		$174K Sell
2,188
-3,836
-64% -$303K 0.1% 152
2018
Q4 		$473K Sell
6,024
-636
-10% -$49.6K 0.32% 63
2018
Q3 		$520K Sell
6,660
-104
-2% -$8.13K 0.3% 60
2018
Q2 		$529K Hold
6,764
– – 0.32% 55
2018
Q1 		$531K Hold
6,764
– – 0.34% 54
2017
Q4 		$535K Buy
+6,764
New +$537K 0.33% 63

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WealthShield Partners's BSV Position: Q1 2026 in Review

WealthShield Partners reduced its Vanguard Short-Term Bond ETF (BSV) stake by 0.96% in Q1 2026, selling an estimated $866 and leaving 1,134 shares worth $88.9K. The position accounts for 0.01% of the portfolio, ranked #416.

WealthShield Partners first reported a position in BSV in Q4 2017 and has held it in 30 quarters since. The position peaked at $535K in Q4 2017. 1,334 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • WealthShield Partners held 1,134 shares of Vanguard Short-Term Bond ETF worth $88.9K as of Q1 2026.
  • WealthShield Partners sold 11 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $866.
  • Vanguard Short-Term Bond ETF made up 0.01% of WealthShield Partners's portfolio in Q1 2026, its #416 holding.
  • WealthShield Partners first reported a position in Vanguard Short-Term Bond ETF in Q4 2017 and has held it in 30 quarters since.
  • WealthShield Partners's Vanguard Short-Term Bond ETF position peaked at $535K in Q4 2017.
  • 1,334 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.