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Choate Investment Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Choate Investment Advisors’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
2025
Q3 		– Sell
-440
Closed -$34.6K – 430
2025
Q2 		$34.6K Buy
+440
New +$34.4K ﹤0.01% 448
2023
Q4 		– Sell
-455
Closed -$34.2K – 385
2023
Q3 		$34.2K Buy
455
+85
+23% +$6.41K ﹤0.01% 411
2023
Q2 		$28K Hold
370
– – ﹤0.01% 328
2023
Q1 		$28.3K Sell
370
-1,638
-82% -$124K ﹤0.01% 304
2022
Q4 		$151K Sell
2,008
-2,166
-52% -$163K 0.01% 273
2022
Q3 		$312K Sell
4,174
-1,287
-24% -$98.3K 0.02% 199
2022
Q2 		$419K Sell
5,461
-577
-10% -$44.5K 0.03% 185
2022
Q1 		$470K Sell
6,038
-577
-9% -$45.8K 0.03% 204
2021
Q4 		$535K Hold
6,615
– – 0.03% 177
2021
Q3 		$542K Sell
6,615
-680
-9% -$55.9K 0.03% 171
2021
Q2 		$599K Buy
7,295
+1,107
+18% +$91.1K 0.04% 163
2021
Q1 		$509K Hold
6,188
– – 0.03% 174
2020
Q4 		$513K Sell
6,188
-111
-2% -$9.2K 0.03% 162
2020
Q3 		$523K Buy
6,299
+1,195
+23% +$99.3K 0.03% 151
2020
Q2 		$424K Sell
5,104
-2,135
-29% -$177K 0.03% 167
2020
Q1 		$595K Hold
7,239
– – 0.05% 135
2019
Q4 		$584K Sell
7,239
-176
-2% -$14.2K 0.04% 148
2019
Q3 		$599K Buy
7,415
+1,525
+26% +$123K 0.04% 145
2019
Q2 		$474K Hold
5,890
– – 0.03% 164
2019
Q1 		$469K Buy
+5,890
New +$465K 0.03% 165

Other funds holding BSV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Choate Investment Advisors's BSV Position: Q3 2025 in Review

Choate Investment Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2025, closing a stake of 440 shares — an estimated $34.6K sold.

Choate Investment Advisors first reported a position in BSV in Q1 2019 and held it in 20 quarters. The position peaked at $599K in Q2 2021. 1,212 funds tracked by Wall St. Rank hold BSV as of Q3 2025.

  • Choate Investment Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Choate Investment Advisors sold 440 Vanguard Short-Term Bond ETF shares in Q3 2025, an estimated $34.6K.
  • Choate Investment Advisors first reported a position in Vanguard Short-Term Bond ETF in Q1 2019 and held it in 20 quarters.
  • Choate Investment Advisors's Vanguard Short-Term Bond ETF position peaked at $599K in Q2 2021.
  • 1,212 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2025.

Based on Choate Investment Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.