CBIZ Investment Advisory Services’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Bought
  Maintained
  Sold
  | Quarter | Market Value | Status | Shares | 
        
          
          
            Change in  Stake  | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
| 
        
          
      
        2025
         Q2  | $398K | Sell | 
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        2025
         Q1  | $398K | Sell | 
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        2024
         Q4  | $534K | Sell | 
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| 
        
          
      
        2024
         Q3  | $22.9M | Buy | 
         | 
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| 
        
          
      
        2024
         Q2  | $21.2M | Buy | 
         | 
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| 
        
          
      
        2024
         Q1  | $18.8M | Sell | 
         | 
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| 
        
          
      
        2023
         Q4  | $34.7M | Buy | 
         | 
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| 
        
          
      
        2023
         Q3  | $33.3M | Sell | 
         | 
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| 
        
          
      
        2023
         Q2  | $48.1M | Buy | 
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| 
        
          
      
        2023
         Q1  | $48.1M | Buy | 
         | 
    |||||
| 
        
          
      
        2022
         Q4  | $2.74M | Buy | 
         | 
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| 
        
          
      
        2022
         Q3  | – | Sell | 
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| 
        
          
      
        2022
         Q2  | $32.5M | Buy | 
         |