BFIM
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Beese Fulmer Investment Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Beese Fulmer Investment 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
Q1 		$289K Sell
3,681
-52
-1% -$4.09K 0.02% 317
2025
Q4 		$294K Buy
+3,733
New +$295K 0.02% 295
2025
Q1 		– Sell
-4,093
Closed -$316K – 253
2024
Q4 		$316K Sell
4,093
-18
-0.4% -$1.4K 0.03% 188
2024
Q3 		$323K Sell
4,111
-289
-7% -$22.5K 0.03% 186
2024
Q2 		$337K Sell
4,400
-8
-0.2% -$610 0.03% 177
2024
Q1 		$338K Sell
4,408
-6
-0.1% -$460 0.03% 180
2023
Q4 		$340K Hold
4,414
– – 0.04% 174
2023
Q3 		$332K Hold
4,414
– – 0.04% 169
2023
Q2 		$334K Hold
4,414
– – 0.04% 172
2023
Q1 		$338K Sell
4,414
-50
-1% -$3.79K 0.04% 173
2022
Q4 		$336K Hold
4,464
– – 0.04% 172
2022
Q3 		$334K Hold
4,464
– – 0.04% 166
2022
Q2 		$343K Hold
4,464
– – 0.04% 168
2022
Q1 		$348K Hold
4,464
– – 0.04% 174
2021
Q4 		$361K Sell
4,464
-8,142
-65% -$662K 0.04% 176
2021
Q3 		$1.03M Buy
12,606
+8,205
+186% +$674K 0.12% 121
2021
Q2 		$362K Buy
4,401
+327
+8% +$26.9K 0.04% 166
2021
Q1 		$335K Buy
4,074
+918
+29% +$75.8K 0.04% 167
2020
Q4 		$262K Sell
3,156
-233
-7% -$19.3K 0.03% 177
2020
Q3 		$281K Sell
3,389
-300
-8% -$24.9K 0.04% 163
2020
Q2 		$307K Buy
3,689
+967
+36% +$80K 0.05% 151
2020
Q1 		$224K Buy
2,722
+233
+9% +$18.9K 0.04% 161
2019
Q4 		$201K Hold
2,489
– – 0.03% 194
2019
Q3 		$201K Hold
2,489
– – 0.03% 199
2019
Q2 		$200K Buy
+2,489
New +$198K 0.04% 170
2016
Q4 		– Sell
-2,489
Closed -$201K – 180
2016
Q3 		$201K Hold
2,489
– – 0.05% 160
2016
Q2 		$202K Hold
2,489
– – 0.06% 143
2016
Q1 		$201K Buy
+2,489
New +$200K 0.06% 143

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 $1.56T 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 $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B 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

Beese Fulmer Investment Management's BSV Position: Q1 2026 in Review

Beese Fulmer Investment Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 1.4% in Q1 2026, selling an estimated $4.09K and leaving 3,681 shares worth $289K. The position accounts for 0.02% of the portfolio, ranked #317.

Beese Fulmer Investment Management first reported a position in BSV in Q1 2016 and has held it in 28 quarters since. The position peaked at $1.03M in Q3 2021. 1,333 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Beese Fulmer Investment Management held 3,681 shares of Vanguard Short-Term Bond ETF worth $289K as of Q1 2026.
  • Beese Fulmer Investment Management sold 52 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $4.09K.
  • Vanguard Short-Term Bond ETF made up 0.02% of Beese Fulmer Investment Management's portfolio in Q1 2026, its #317 holding.
  • Beese Fulmer Investment Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2016 and has held it in 28 quarters since.
  • Beese Fulmer Investment Management's Vanguard Short-Term Bond ETF position peaked at $1.03M in Q3 2021.
  • 1,333 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.