Atwood & Palmer’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Atwood & Palmer’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
2025 Q1	–	Sell	-171	Closed	-$13.2K	–	449
2024 Q4	$13.2K	Hold	171	–	–	﹤0.01%	316
2024 Q3	$13.5K	Buy	+171	New	+$13.3K	﹤0.01%	315
2017 Q1	–	Sell	-75	Closed	-$6K	–	299
2016 Q4	$6K	Hold	75	–	–	﹤0.01%	281
2016 Q3	$6K	Hold	75	–	–	﹤0.01%	275
2016 Q2	$6K	Hold	75	–	–	﹤0.01%	270
2016 Q1	$6K	Hold	75	–	–	﹤0.01%	274
2015 Q4	$6K	Buy	+75	New	+$6K	﹤0.01%	346
2015 Q1	–	Sell	-530	Closed	-$43K	–	329
2014 Q4	$43K	Hold	530	–	–	0.01%	201
2014 Q3	$42K	Hold	530	–	–	0.01%	212
2014 Q2	$43K	Buy	+530	New	+$42.5K	0.01%	197

Other funds holding BSV

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

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

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

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

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

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

Atwood & Palmer's BSV Position: Q1 2025 in Review

Atwood & Palmer sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2025, closing a stake of 171 shares — an estimated $13.2K sold.

Atwood & Palmer first reported a position in BSV in Q2 2014 and held it in 10 quarters. The position peaked at $43K in Q4 2014. 1,213 funds tracked by Wall St. Rank hold BSV as of Q1 2025.

Atwood & Palmer reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2025 after selling out during the quarter.
Atwood & Palmer sold 171 Vanguard Short-Term Bond ETF shares in Q1 2025, an estimated $13.2K.
Atwood & Palmer first reported a position in Vanguard Short-Term Bond ETF in Q2 2014 and held it in 10 quarters.
Atwood & Palmer's Vanguard Short-Term Bond ETF position peaked at $43K in Q4 2014.
1,213 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2025.

Based on Atwood & Palmer's 13F filing for Q1 2025, filed 15 Apr 2025.