CIBC Private Wealth Group
BSV icon

CIBC Private Wealth Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

CIBC Private Wealth Group’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
Q4 		$945K Sell
11,992
-567
-5% -$44.7K ﹤0.01% 714
2025
Q3 		$991K Sell
12,559
-1,539
-11% -$121K ﹤0.01% 698
2025
Q2 		$1.11M Sell
14,098
-3,287
-19% -$257K ﹤0.01% 650
2025
Q1 		$1.36M Buy
17,385
+6,907
+66% +$536K ﹤0.01% 601
2024
Q4 		$809K Sell
10,478
-249
-2% -$19.3K ﹤0.01% 743
2024
Q3 		$844K Sell
10,727
-5,944
-36% -$463K ﹤0.01% 728
2024
Q2 		$1.28M Buy
16,671
+1,863
+13% +$142K ﹤0.01% 614
2024
Q1 		$1.13M Buy
14,808
+4,460
+43% +$342K ﹤0.01% 640
2023
Q4 		$797K Buy
10,348
+4,534
+78% +$343K ﹤0.01% 690
2023
Q3 		$437K Buy
5,814
+1,172
+25% +$88.3K ﹤0.01% 787
2023
Q2 		$351K Hold
4,642
– – ﹤0.01% 750
2023
Q1 		$355K Sell
4,642
-100
-2% -$7.58K ﹤0.01% 758
2022
Q4 		$357K Sell
4,742
-2,700
-36% -$203K ﹤0.01% 662
2022
Q3 		$557K Hold
7,442
– – ﹤0.01% 685
2022
Q2 		$571K Sell
7,442
-15,083
-67% -$1.16M ﹤0.01% 684
2022
Q1 		$1.76M Buy
22,525
+800
+4% +$63.5K ﹤0.01% 544
2021
Q4 		$1.76M Buy
21,725
+4,917
+29% +$400K ﹤0.01% 543
2021
Q3 		$1.38M Sell
16,808
-5,150
-23% -$423K ﹤0.01% 562
2021
Q2 		$1.8M Hold
21,958
– – ﹤0.01% 549
2021
Q1 		$1.8M Buy
21,958
+520
+2% +$42.9K ﹤0.01% 550
2020
Q4 		$1.78M Buy
21,438
+3,964
+23% +$328K ﹤0.01% 531
2020
Q3 		$1.45M Buy
17,474
+3,950
+29% +$328K ﹤0.01% 498
2020
Q2 		$1.12M Sell
13,524
-2,950
-18% -$244K 0.01% 445
2020
Q1 		$1.35M Buy
16,474
+3,241
+24% +$263K 0.01% 471
2019
Q4 		$1.07M Sell
13,233
-1,216
-8% -$98.1K ﹤0.01% 572
2019
Q3 		$1.17M Buy
14,449
+1,149
+9% +$92.7K ﹤0.01% 544
2019
Q2 		$1.07M Sell
13,300
-1,173
-8% -$93.5K ﹤0.01% 566
2019
Q1 		$1.15M Buy
14,473
+567
+4% +$44.7K ﹤0.01% 567
2018
Q4 		$1.09M Buy
13,906
+1,148
+9% +$89.5K ﹤0.01% 549
2018
Q3 		$996K Sell
12,758
-137
-1% -$10.7K ﹤0.01% 660
2018
Q2 		$1.01M Sell
12,895
-3,230
-20% -$252K ﹤0.01% 651
2018
Q1 		$1.26M Sell
16,125
-6,050
-27% -$475K 0.01% 601
2017
Q4 		$1.75M Sell
22,175
-2,042
-8% -$162K 0.01% 548
2017
Q3 		$1.93M Buy
24,217
+3,025
+14% +$242K 0.01% 501
2017
Q2 		$1.69M Sell
21,192
-2,563
-11% -$205K 0.01% 405
2017
Q1 		$1.89M Buy
23,755
+3,288
+16% +$262K 0.01% 377
2016
Q4 		$1.63M Sell
20,467
-2,665
-12% -$213K 0.01% 398
2016
Q3 		$1.87M Sell
23,132
-1,050
-4% -$84.9K 0.01% 372
2016
Q2 		$1.96M Hold
24,182
– – 0.01% 368
2016
Q1 		$1.95M Sell
24,182
-1,024
-4% -$82.1K 0.02% 355
2015
Q4 		$2.01M Sell
25,206
-1
-0% -$80 0.02% 356
2015
Q3 		$2.03M Sell
25,207
-4,035
-14% -$323K 0.02% 346
2015
Q2 		$2.35M Buy
29,242
+1,015
+4% +$81.5K 0.02% 359
2015
Q1 		$2.27M Hold
28,227
– – 0.02% 362
2014
Q4 		$2.26M Sell
28,227
-240
-0.8% -$19.3K 0.02% 360
2014
Q3 		$2.28M Hold
28,467
– – 0.02% 354
2014
Q2 		$2.29M Hold
28,467
– – 0.02% 347
2014
Q1 		$2.27M Buy
+28,467
New +$2.28M 0.02% 349

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

CIBC Private Wealth Group's BSV Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its Vanguard Short-Term Bond ETF (BSV) stake by 4.5% in Q4 2025, selling an estimated $44.7K and leaving 11,992 shares worth $945K. The position accounts for ﹤0.01% of the portfolio, ranked #714.

CIBC Private Wealth Group first reported a position in BSV in Q1 2014 and has held it in 48 quarters since. The position peaked at $2.35M in Q2 2015. 1,314 funds tracked by Wall St. Rank hold BSV as of Q4 2025.

  • CIBC Private Wealth Group held 11,992 shares of Vanguard Short-Term Bond ETF worth $945K as of Q4 2025.
  • CIBC Private Wealth Group sold 567 Vanguard Short-Term Bond ETF shares in Q4 2025, an estimated $44.7K.
  • Vanguard Short-Term Bond ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #714 holding.
  • CIBC Private Wealth Group first reported a position in Vanguard Short-Term Bond ETF in Q1 2014 and has held it in 48 quarters since.
  • CIBC Private Wealth Group's Vanguard Short-Term Bond ETF position peaked at $2.35M in Q2 2015.
  • 1,314 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.