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Axiom Financial Strategies’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Axiom Financial Strategies’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
Q3 		– Sell
-24,873
Closed -$1.96M – 51
2025
Q2 		$1.96M Sell
24,873
-3,411
-12% -$267K 1.09% 19
2025
Q1 		$2.21M Sell
28,284
-5,545
-16% -$430K 1.31% 17
2024
Q4 		$2.61M Sell
33,829
-333
-1% -$25.8K 1.46% 17
2024
Q3 		$2.69M Sell
34,162
-82,647
-71% -$6.44M 1.42% 18
2024
Q2 		$8.96M Buy
116,809
+2,098
+2% +$160K 5.82% 5
2024
Q1 		$8.79M Sell
114,711
-24,252
-17% -$1.86M 5.6% 5
2023
Q4 		$10.7M Sell
138,963
-925
-0.7% -$70K 6.95% 5
2023
Q3 		$10.5M Buy
139,888
+17,301
+14% +$1.3M 7.06% 5
2023
Q2 		$9.26M Buy
122,587
+36,011
+42% +$2.74M 5.31% 4
2023
Q1 		$6.62M Sell
86,576
-9,466
-10% -$717K 3.68% 10
2022
Q4 		$7.23M Buy
96,042
+745
+0.8% +$55.9K 4.54% 6
2022
Q3 		$7.13M Buy
95,297
+28,323
+42% +$2.16M 3.79% 8
2022
Q2 		$5.14M Buy
66,974
+6,941
+12% +$535K 2.71% 12
2022
Q1 		$4.62M Buy
60,033
+18,503
+45% +$1.47M 2.33% 15
2021
Q4 		$3.36M Buy
41,530
+1,694
+4% +$138K 1.53% 19
2021
Q3 		$3.26M Buy
39,836
+29,933
+302% +$2.46M 1.54% 18
2021
Q2 		$814K Sell
9,903
-445
-4% -$36.6K 0.38% 32
2021
Q1 		$851K Sell
10,348
-2,374
-19% -$196K 0.42% 31
2020
Q4 		$1.06M Hold
12,722
– – 0.64% 25
2020
Q3 		$1.06M Sell
12,722
-20,035
-61% -$1.66M 0.64% 25
2020
Q2 		$2.72M Buy
32,757
+4,000
+14% +$331K 1.77% 19
2020
Q1 		$2.36M Buy
+28,757
New +$2.34M 1.91% 17

Other funds holding BSV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Axiom Financial Strategies's BSV Position: Q3 2025 in Review

Axiom Financial Strategies sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2025, closing a stake of 24,873 shares — an estimated $1.96M sold.

Axiom Financial Strategies first reported a position in BSV in Q1 2020 and held it in 22 quarters. The position peaked at $10.7M in Q4 2023. 1,212 funds tracked by Wall St. Rank hold BSV as of Q3 2025.

  • Axiom Financial Strategies reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Axiom Financial Strategies sold 24,873 Vanguard Short-Term Bond ETF shares in Q3 2025, an estimated $1.96M.
  • Axiom Financial Strategies first reported a position in Vanguard Short-Term Bond ETF in Q1 2020 and held it in 22 quarters.
  • Axiom Financial Strategies's Vanguard Short-Term Bond ETF position peaked at $10.7M in Q4 2023.
  • 1,212 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2025.

Based on Axiom Financial Strategies's 13F filing for Q3 2025, filed 14 Nov 2025.