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

Wick Capital 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	$435K	Sell	5,542 -1,215	-18%	-$95.7K	0.08%	108
2025 Q4	$533K	Sell	6,757 -566	-8%	-$44.7K	0.1%	93
2025 Q3	$578K	Buy	7,323 +6,766	+1,215%	+$532K	0.14%	69
2025 Q2	$643K	Sell	557 -7,616	-93%	-$595K	0.17%	61
2025 Q1	$640K	Buy	8,173 +23	+0.3%	+$1.78K	0.19%	56
2024 Q4	$630K	Buy	+8,150	New	+$633K	0.19%	52
2022 Q2	–	Sell	-9,367	Closed	-$730K	–	51
2022 Q1	$730K	Buy	+9,367	New	+$744K	0.48%	22

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

Wick Capital Partners's BSV Position: Q1 2026 in Review

Wick Capital Partners reduced its Vanguard Short-Term Bond ETF (BSV) stake by 18% in Q1 2026, selling an estimated $95.7K and leaving 5,542 shares worth $435K. The position accounts for 0.08% of the portfolio, ranked #108.

Wick Capital Partners first reported a position in BSV in Q1 2022 and has held it in 7 quarters since. The position peaked at $730K in Q1 2022. 1,335 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Wick Capital Partners held 5,542 shares of Vanguard Short-Term Bond ETF worth $435K as of Q1 2026.
Wick Capital Partners sold 1,215 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $95.7K.
Vanguard Short-Term Bond ETF made up 0.08% of Wick Capital Partners's portfolio in Q1 2026, its #108 holding.
Wick Capital Partners first reported a position in Vanguard Short-Term Bond ETF in Q1 2022 and has held it in 7 quarters since.
Wick Capital Partners's Vanguard Short-Term Bond ETF position peaked at $730K in Q1 2022.
1,335 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Wick Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.