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 Q2	$231K	Sell	2,964 -2,578	-47%	-$201K	0.03%	213
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 $80.9B AUM 26.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wick Capital Partners's BSV Position: Q2 2026 in Review

Wick Capital Partners reduced its Vanguard Short-Term Bond ETF (BSV) stake by 47% in Q2 2026, selling an estimated $201K and leaving 2,964 shares worth $231K. The position accounts for 0.03% of the portfolio, ranked #213.

Wick Capital Partners first reported a position in BSV in Q1 2022 and has held it in 8 quarters since. The position peaked at $730K in Q1 2022. 1,359 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Wick Capital Partners held 2,964 shares of Vanguard Short-Term Bond ETF worth $231K as of Q2 2026.
Wick Capital Partners sold 2,578 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $201K.
Vanguard Short-Term Bond ETF made up 0.03% of Wick Capital Partners's portfolio in Q2 2026, its #213 holding.
Wick Capital Partners first reported a position in Vanguard Short-Term Bond ETF in Q1 2022 and has held it in 8 quarters since.
Wick Capital Partners's Vanguard Short-Term Bond ETF position peaked at $730K in Q1 2022.
1,359 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Wick Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.