Yukon Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Yukon Wealth Management’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	$1.67M	Sell	21,378 -12,846	-38%	-$1M	0.48%	42
2026 Q1	$2.68M	Sell	34,224 -7,160	-17%	-$564K	1.6%	18
2025 Q4	$3.25M	Buy	41,384 +1,901	+5%	+$150K	1.88%	13
2025 Q3	$3.12M	Hold	39,483	–	–	1.02%	21
2025 Q2	$3.11M	Buy	+39,483	New	+$3.09M	1.11%	21

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

Yukon Wealth Management's BSV Position: Q2 2026 in Review

Yukon Wealth Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 38% in Q2 2026, selling an estimated $1M and leaving 21,378 shares worth $1.67M. The position accounts for 0.48% of the portfolio, ranked #42.

Yukon Wealth Management first reported a position in BSV in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.25M in Q4 2025. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Yukon Wealth Management held 21,378 shares of Vanguard Short-Term Bond ETF worth $1.67M as of Q2 2026.
Yukon Wealth Management sold 12,846 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $1M.
Vanguard Short-Term Bond ETF made up 0.48% of Yukon Wealth Management's portfolio in Q2 2026, its #42 holding.
Yukon Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q2 2025 and has held it in 5 quarters since.
Yukon Wealth Management's Vanguard Short-Term Bond ETF position peaked at $3.25M in Q4 2025.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Yukon Wealth Management's 13F filing for Q2 2026, filed 17 Aug 2026.