Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
CWM
Cahaba Wealth Management’s
Vanguard Short-Term Bond ETF
BSV
Stock Holding History
Cahaba Wealth 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
$1.79M
Buy
22,777
+146
+0.6%
+$11.5K
0.12%
37
2025
Q4
$1.78M
Buy
22,631
+295
+1%
+$23.3K
0.12%
33
2025
Q3
$1.76M
Buy
22,336
+335
+2%
+$26.3K
0.13%
34
2025
Q2
$1.73M
Buy
22,001
+1,450
+7%
+$113K
0.13%
35
2025
Q1
$1.61M
Buy
20,551
+124
+0.6%
+$9.63K
0.13%
34
2024
Q4
$1.58M
Buy
20,427
+1,142
+6%
+$88.6K
0.13%
36
2024
Q3
$1.52M
Buy
19,285
+4,673
+32%
+$364K
0.13%
37
2024
Q2
$1.12M
Buy
14,612
+989
+7%
+$75.5K
0.1%
46
2024
Q1
$1.04M
Buy
13,623
+415
+3%
+$31.8K
0.1%
48
2023
Q4
$1.02M
Buy
13,208
+7,377
+127%
+$558K
0.1%
47
2023
Q3
$438K
Buy
5,831
+3,088
+113%
+$233K
0.05%
85
2023
Q2
$207K
Buy
2,743
+12
+0.4%
+$915
0.02%
143
2023
Q1
$209K
Buy
+2,731
New
+$207K
0.02%
141
Other funds holding BSV
Mercer Global Advisors
Denver, Colorado
$67.6B AUM
18.3%
1-Year Est. Return
Creative Planning
Overland Park, Kansas
$147B AUM
18.73%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Empower Advisory Group
Greenwood Village, Colorado
$38.5B AUM
18.4%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
AF
Allworth Financial
Folsom, California
$24.6B AUM
15.55%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close