Stonebridge Financial Group, LLC/CA’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Stonebridge Financial Group, LLC/CA’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	$2.1M	Buy	+26,977	New	+$2.11M	0.29%	70

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 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

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

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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stonebridge Financial Group, LLC/CA's BSV Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q2 2026: 26,977 shares worth $2.1M. The stake represents 0.29% of the portfolio and ranks #70 among its holdings.

1,206 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Stonebridge Financial Group, LLC/CA held 26,977 shares of Vanguard Short-Term Bond ETF worth $2.1M as of Q2 2026.
Vanguard Short-Term Bond ETF was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
Vanguard Short-Term Bond ETF made up 0.29% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #70 holding.
1,206 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.