CBIZ Investment Advisory Services’s Vanguard Short-Term Bond ETF BSV Stock Holding History

CBIZ Investment Advisory Services’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 Q2	$1.12M	Hold	14,299	–	–	0.04%	23
2026 Q1	$1.12M	Buy	14,299 +10,661	+293%	+$839K	0.04%	23
2025 Q4	$287K	Sell	3,638 -1,588	-30%	-$125K	0.01%	46
2025 Q3	$412K	Buy	5,226 +171	+3%	+$13.4K	0.02%	37
2025 Q2	$398K	Sell	5,055 -26	-0.5%	-$2.03K	0.02%	36
2025 Q1	$398K	Sell	5,081 -1,831	-26%	-$142K	0.02%	35
2024 Q4	$534K	Sell	6,912 -283,688	-98%	-$22M	0.03%	30
2024 Q3	$22.9M	Buy	290,600 +13,685	+5%	+$1.07M	1.19%	12
2024 Q2	$21.2M	Buy	276,915 +31,860	+13%	+$2.43M	1.19%	11
2024 Q1	$18.8M	Sell	245,055 -205,240	-46%	-$15.7M	1.31%	11
2023 Q4	$34.7M	Buy	450,295 +7,174	+2%	+$543K	2.64%	8
2023 Q3	$33.3M	Sell	443,121 -193,506	-30%	-$14.6M	3.06%	7
2023 Q2	$48.1M	Buy	636,627 +8,107	+1%	+$618K	4.1%	7
2023 Q1	$48.1M	Buy	628,520 +592,170	+1,629%	+$44.9M	4.21%	7
2022 Q4	$2.74M	Buy	+36,350	New	+$2.73M	1.06%	14
2022 Q3	–	Sell	-423,561	Closed	-$32.5M	–	30
2022 Q2	$32.5M	Buy	+423,561	New	+$32.6M	2.98%	8

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CBIZ Investment Advisory Services's BSV Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2026 at 14,299 shares worth $1.12M. The position accounts for 0.04% of the portfolio, ranked #23.

CBIZ Investment Advisory Services first reported a position in BSV in Q2 2022 and has held it in 16 quarters since. The position peaked at $48.1M in Q2 2023. 1,359 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

CBIZ Investment Advisory Services held 14,299 shares of Vanguard Short-Term Bond ETF worth $1.12M as of Q2 2026.
CBIZ Investment Advisory Services left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Short-Term Bond ETF made up 0.04% of CBIZ Investment Advisory Services's portfolio in Q2 2026, its #23 holding.
CBIZ Investment Advisory Services first reported a position in Vanguard Short-Term Bond ETF in Q2 2022 and has held it in 16 quarters since.
CBIZ Investment Advisory Services's Vanguard Short-Term Bond ETF position peaked at $48.1M in Q2 2023.
1,359 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.