CBIZ Investment Advisory Services’s Vanguard Short-Term Bond ETF BSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $398K | Sell |
5,055
-26
| -0.5% | -$2.05K | 0.02% | 36 |
|
|
2025
Q1 | $398K | Sell |
5,081
-1,831
| -26% | -$143K | 0.02% | 35 |
|
|
2024
Q4 | $534K | Sell |
6,912
-283,688
| -98% | -$21.9M | 0.03% | 30 |
|
|
2024
Q3 | $22.9M | Buy |
290,600
+13,685
| +5% | +$1.08M | 1.19% | 12 |
|
|
2024
Q2 | $21.2M | Buy |
276,915
+31,860
| +13% | +$2.44M | 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% | +$553K | 2.64% | 8 |
|
|
2023
Q3 | $33.3M | Sell |
443,121
-193,506
| -30% | -$14.5M | 3.06% | 7 |
|
|
2023
Q2 | $48.1M | Buy |
636,627
+8,107
| +1% | +$613K | 4.1% | 7 |
|
|
2023
Q1 | $48.1M | Buy |
628,520
+592,170
| +1,629% | +$45.3M | 4.21% | 7 |
|
|
2022
Q4 | $2.74M | Buy |
+36,350
| New | +$2.74M | 1.06% | 14 |
|
|
2022
Q3 | – | Sell |
-423,561
| Closed | -$32.5M | – | 30 |
|
|
2022
Q2 | $32.5M | Buy |
+423,561
| New | +$32.5M | 2.98% | 8 |
|