B
BSV icon

Birchbrook’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Birchbrook’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 		– Sell
-390
Closed -$30.7K – 296
2025
Q4 		$30.7K Hold
390
– – 0.02% 151
2025
Q3 		$30.8K Hold
390
– – 0.02% 140
2025
Q2 		$30.7K Sell
390
-803
-67% -$62.8K 0.02% 137
2025
Q1 		$93.4K Hold
1,193
– – 0.05% 98
2024
Q4 		$92.2K Hold
1,193
– – 0.05% 93
2024
Q3 		$93.9K Hold
1,193
– – 0.05% 93
2024
Q2 		$91.5K Sell
1,193
-47
-4% -$3.59K 0.05% 95
2024
Q1 		$95.1K Sell
1,240
-12,581
-91% -$965K 0.06% 96
2023
Q4 		$1.06M Buy
+13,821
New +$1.05M 0.7% 30

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

Birchbrook's BSV Position: Q1 2026 in Review

Birchbrook sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2026, closing a stake of 390 shares — an estimated $30.7K sold.

Birchbrook first reported a position in BSV in Q4 2023 and held it in 9 quarters. The position peaked at $1.06M in Q4 2023. 1,335 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Birchbrook reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Birchbrook sold 390 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $30.7K.
  • Birchbrook first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and held it in 9 quarters.
  • Birchbrook's Vanguard Short-Term Bond ETF position peaked at $1.06M in Q4 2023.
  • 1,335 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Birchbrook's 13F filing for Q1 2026, filed 8 Apr 2026.