Calamos Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Calamos 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	$2.43M	Sell	30,941 -441	-1%	-$34.7K	0.08%	127
2025 Q4	$2.47M	Sell	31,382 -4,070	-11%	-$321K	0.09%	118
2025 Q3	$2.8M	Sell	35,452 -3,233	-8%	-$254K	0.1%	113
2025 Q2	$3.04M	Sell	38,685 -764	-2%	-$59.7K	0.13%	98
2025 Q1	$3.09M	Buy	39,449 +141	+0.4%	+$10.9K	0.15%	89
2024 Q4	$3.04M	Sell	39,308 -1,160	-3%	-$90K	0.15%	81
2024 Q3	$3.18M	Sell	40,468 -2,343	-5%	-$183K	0.16%	90
2024 Q2	$3.28M	Sell	42,811 -2,699	-6%	-$206K	0.18%	86
2024 Q1	$3.49M	Sell	45,510 -15,227	-25%	-$1.17M	0.2%	83
2023 Q4	$4.68M	Buy	60,737 +8,392	+16%	+$635K	0.29%	71
2023 Q3	$3.93M	Sell	52,345 -436	-0.8%	-$32.9K	0.3%	75
2023 Q2	$3.99M	Sell	52,781 -59,444	-53%	-$4.53M	0.29%	72
2023 Q1	$8.58M	Sell	112,225 -70,567	-39%	-$5.35M	0.67%	38
2022 Q4	$13.8M	Sell	182,792 -31,281	-15%	-$2.35M	1.07%	21
2022 Q3	$16M	Buy	214,073 +149,530	+232%	+$11.4M	1.37%	15
2022 Q2	$4.96M	Sell	64,543 -90,977	-58%	-$7.01M	0.44%	62
2022 Q1	$12.1M	Buy	155,520 +129,848	+506%	+$10.3M	0.91%	23
2021 Q4	$2.08M	Sell	25,672 -8,006	-24%	-$651K	0.15%	107
2021 Q3	$2.76M	Sell	33,678 -1,205	-3%	-$99K	0.22%	88
2021 Q2	$2.87M	Sell	34,883 -2,113	-6%	-$174K	0.22%	88
2021 Q1	$3.04M	Sell	36,996 -15,048	-29%	-$1.24M	0.25%	83
2020 Q4	$4.31M	Sell	52,044 -9,640	-16%	-$799K	0.39%	70
2020 Q3	$5.12M	Sell	61,684 -3,744	-6%	-$311K	0.59%	47
2020 Q2	$5.44M	Buy	65,428 +14,075	+27%	+$1.16M	0.68%	42
2020 Q1	$4.22M	Sell	51,353 -33,878	-40%	-$2.75M	0.64%	45
2019 Q4	$6.87M	Sell	85,231 -3,745	-4%	-$302K	0.81%	28
2019 Q3	$7.19M	Sell	88,976 -12,507	-12%	-$1.01M	0.96%	22
2019 Q2	$8.17M	Sell	101,483 -13,209	-12%	-$1.05M	1.1%	18
2019 Q1	$9.13M	Sell	114,692 -40,958	-26%	-$3.23M	1.3%	14
2018 Q4	$12.2M	Buy	155,650 +139,449	+861%	+$10.9M	1.84%	9
2018 Q3	$1.26M	Buy	+16,201	New	+$1.27M	0.16%	94

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 $1.56T 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 $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B 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

Calamos Wealth Management's BSV Position: Q1 2026 in Review

Calamos Wealth Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 1.4% in Q1 2026, selling an estimated $34.7K and leaving 30,941 shares worth $2.43M. The position accounts for 0.08% of the portfolio, ranked #127.

Calamos Wealth Management first reported a position in BSV in Q3 2018 and has held it in 31 quarters since. The position peaked at $16M in Q3 2022. 1,334 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Calamos Wealth Management held 30,941 shares of Vanguard Short-Term Bond ETF worth $2.43M as of Q1 2026.
Calamos Wealth Management sold 441 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $34.7K.
Vanguard Short-Term Bond ETF made up 0.08% of Calamos Wealth Management's portfolio in Q1 2026, its #127 holding.
Calamos Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q3 2018 and has held it in 31 quarters since.
Calamos Wealth Management's Vanguard Short-Term Bond ETF position peaked at $16M in Q3 2022.
1,334 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Calamos Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.