BFM
BSV icon

Boston Financial Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Boston Financial 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
2024
Q4 		$238K Hold
3,076
– – 0.01% 310
2024
Q3 		$242K Sell
3,076
-1
-0% -$78 0.01% 299
2024
Q2 		$236K Sell
3,077
-97
-3% -$7.4K 0.01% 306
2024
Q1 		$243K Sell
3,174
-124
-4% -$9.51K 0.01% 306
2023
Q4 		$254K Sell
3,298
-1,867
-36% -$141K 0.01% 296
2023
Q3 		$388K Buy
5,165
+80
+2% +$6.03K 0.01% 247
2023
Q2 		$384K Sell
5,085
-1,807
-26% -$138K 0.01% 253
2023
Q1 		$527K Sell
6,892
-779
-10% -$59K 0.02% 224
2022
Q4 		$577K Sell
7,671
-6,272
-45% -$471K 0.02% 216
2022
Q3 		$1.04M Sell
13,943
-48,884
-78% -$3.73M 0.05% 167
2022
Q2 		$4.82M Buy
62,827
+19,410
+45% +$1.5M 0.21% 83
2022
Q1 		$3.38M Buy
+43,417
New +$3.45M 0.13% 102
2018
Q2 		– Sell
-38,645
Closed -$3.03M – 263
2018
Q1 		$3.03M Sell
38,645
-1,985
-5% -$156K 0.21% 114
2017
Q4 		$3.21M Sell
40,630
-2,235
-5% -$178K 0.22% 117
2017
Q3 		$3.42M Sell
42,865
-2,908
-6% -$233K 0.24% 116
2017
Q2 		$3.65M Sell
45,773
-1,045
-2% -$83.5K 0.26% 114
2017
Q1 		$3.73M Sell
46,818
-1,250
-3% -$99.5K 0.28% 113
2016
Q4 		$3.82M Sell
48,068
-205
-0.4% -$16.4K 0.3% 109
2016
Q3 		$3.9M Buy
48,273
+250
+0.5% +$20.2K 0.32% 107
2016
Q2 		$3.89M Buy
+48,023
New +$3.87M 0.32% 108

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 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

Boston Financial Management's BSV Position: Q4 2024 in Review

Boston Financial Management held its Vanguard Short-Term Bond ETF (BSV) position steady in Q4 2024 at 3,076 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #310.

Boston Financial Management first reported a position in BSV in Q2 2016 and has held it in 20 quarters since. The position peaked at $4.82M in Q2 2022. 1,248 funds tracked by Wall St. Rank hold BSV as of Q4 2024.

  • Boston Financial Management held 3,076 shares of Vanguard Short-Term Bond ETF worth $238K as of Q4 2024.
  • Boston Financial Management left its Vanguard Short-Term Bond ETF share count unchanged in Q4 2024.
  • Vanguard Short-Term Bond ETF made up 0.01% of Boston Financial Management's portfolio in Q4 2024, its #310 holding.
  • Boston Financial Management first reported a position in Vanguard Short-Term Bond ETF in Q2 2016 and has held it in 20 quarters since.
  • Boston Financial Management's Vanguard Short-Term Bond ETF position peaked at $4.82M in Q2 2022.
  • 1,248 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.