4FG
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4Thought Financial Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

4Thought Financial Group’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 		$4.47K Buy
57
+5
+10% +$394 ﹤0.01% 92
2025
Q4 		$4.1K Buy
52
+11
+27% +$868 ﹤0.01% 84
2025
Q3 		$3.27K Buy
41
+11
+37% +$865 ﹤0.01% 84
2025
Q2 		$2.34K Buy
30
+1
+3% +$78 ﹤0.01% 86
2025
Q1 		$2.27K Buy
29
+11
+61% +$854 ﹤0.01% 85
2024
Q4 		$1.37K Buy
18
+2
+13% +$155 ﹤0.01% 88
2024
Q3 		$1.29K Sell
16
-1
-6% -$78 ﹤0.01% 106
2024
Q2 		$1.27K Buy
17
+4
+31% +$305 ﹤0.01% 107
2024
Q1 		$966 Buy
13
+4
+44% +$307 ﹤0.01% 107
2023
Q4 		$708 Buy
9
+7
+350% +$530 ﹤0.01% 113
2023
Q3 		$115 Buy
+2
New +$151 ﹤0.01% 90

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 $1.47T 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 $761B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B 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