ACP
BSV icon

Aveo Capital Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Aveo 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
2025
Q1 		– Sell
-17,941
Closed -$1.39M – 202
2024
Q4 		$1.39M Sell
17,941
-337
-2% -$26.2K 0.15% 105
2024
Q3 		$1.44M Buy
18,278
+2,422
+15% +$189K 0.15% 106
2024
Q2 		$1.22M Buy
15,856
+1,205
+8% +$91.9K 0.14% 115
2024
Q1 		$1.12M Buy
14,651
+2,414
+20% +$185K 0.12% 134
2023
Q4 		$942K Buy
12,237
+424
+4% +$32.1K 0.11% 132
2023
Q3 		$888K Buy
11,813
+107
+0.9% +$8.07K 0.12% 133
2023
Q2 		$885K Buy
11,706
+658
+6% +$50.1K 0.11% 142
2023
Q1 		$845K Buy
11,048
+459
+4% +$34.8K 0.11% 130
2022
Q4 		$797K Buy
10,589
+1,752
+20% +$131K 0.12% 135
2022
Q3 		$661K Sell
8,837
-519
-6% -$39.7K 0.11% 136
2022
Q2 		$718K Buy
9,356
+275
+3% +$21.2K 0.12% 139
2022
Q1 		$707K Buy
9,081
+1,737
+24% +$138K 0.12% 142
2021
Q4 		$594K Buy
7,344
+427
+6% +$34.7K 0.11% 158
2021
Q3 		$567K Sell
6,917
-6,011
-46% -$494K 0.12% 150
2021
Q2 		$1.06M Buy
12,928
+898
+7% +$73.9K 0.23% 92
2021
Q1 		$989K Buy
+12,030
New +$993K 0.25% 87
2017
Q1 		– Sell
-4,046
Closed -$321K – 147
2016
Q4 		$321K Buy
+4,046
New +$324K 0.09% 134

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 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 $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aveo Capital Partners's BSV Position: Q1 2025 in Review

Aveo Capital Partners sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2025, closing a stake of 17,941 shares — an estimated $1.39M sold.

Aveo Capital Partners first reported a position in BSV in Q4 2016 and held it in 17 quarters. The position peaked at $1.44M in Q3 2024. 1,212 funds tracked by Wall St. Rank hold BSV as of Q1 2025.

  • Aveo Capital Partners reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 17,941 Vanguard Short-Term Bond ETF shares in Q1 2025, an estimated $1.39M.
  • Aveo Capital Partners first reported a position in Vanguard Short-Term Bond ETF in Q4 2016 and held it in 17 quarters.
  • Aveo Capital Partners's Vanguard Short-Term Bond ETF position peaked at $1.44M in Q3 2024.
  • 1,212 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.