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 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 $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

CBIZ Investment Advisory Services's BSV Position: Q1 2026 in Review

CBIZ Investment Advisory Services increased its Vanguard Short-Term Bond ETF (BSV) stake by 293% in Q1 2026, buying an estimated $839K and bringing the position to 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 15 quarters since. The position peaked at $48.1M in Q2 2023. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

CBIZ Investment Advisory Services held 14,299 shares of Vanguard Short-Term Bond ETF worth $1.12M as of Q1 2026.
CBIZ Investment Advisory Services bought 10,661 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $839K.
Vanguard Short-Term Bond ETF made up 0.04% of CBIZ Investment Advisory Services's portfolio in Q1 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 15 quarters since.
CBIZ Investment Advisory Services's Vanguard Short-Term Bond ETF position peaked at $48.1M in Q2 2023.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.