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Citizens Financial Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Citizens Financial 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
2026
Q1 		$3.35M Sell
42,760
-6,013
-12% -$473K 0.05% 224
2025
Q4 		$3.84M Buy
48,773
+16,996
+53% +$1.34M 0.05% 208
2025
Q3 		$2.51M Sell
31,777
-7,491
-19% -$589K 0.03% 247
2025
Q2 		$3.09M Buy
39,268
+205
+0.5% +$16K 0.05% 211
2025
Q1 		$3.06M Buy
39,063
+2,825
+8% +$219K 0.06% 188
2024
Q4 		$2.8M Buy
36,238
+16,294
+82% +$1.26M 0.05% 191
2024
Q3 		$1.57M Buy
19,944
+650
+3% +$50.6K 0.03% 243
2024
Q2 		$1.48M Buy
19,294
+11,522
+148% +$879K 0.03% 235
2024
Q1 		$596K Buy
7,772
+24
+0.3% +$1.84K 0.02% 265
2023
Q4 		$597K Buy
7,748
+51
+0.7% +$3.86K 0.02% 267
2023
Q3 		$579K Sell
7,697
-5,749
-43% -$433K 0.02% 227
2023
Q2 		$1.02M Buy
13,446
+2,716
+25% +$207K 0.04% 219
2023
Q1 		$821K Buy
10,730
+3,464
+48% +$262K 0.03% 240
2022
Q4 		$547K Buy
7,266
+4,370
+151% +$328K 0.02% 255
2022
Q3 		$217K Sell
2,896
-52
-2% -$3.97K 0.01% 382
2022
Q2 		$226K Buy
+2,948
New +$227K 0.01% 389
2021
Q4 		– Sell
-9,177
Closed -$752K – 445
2021
Q3 		$752K Sell
9,177
-135
-1% -$11.1K 0.03% 242
2021
Q2 		$765K Buy
+9,312
New +$766K 0.03% 198
2020
Q2 		– Sell
-30
Closed -$2K – 1086
2020
Q1 		$2K Sell
30
-305
-91% -$24.8K ﹤0.01% 996
2019
Q4 		$27K Buy
+335
New +$27K ﹤0.01% 558
2019
Q3 		– Sell
-1,134
Closed -$91K – 859
2019
Q2 		$91K Buy
+1,134
New +$90.4K 0.01% 293
2019
Q1 		– Sell
-27
Closed -$2K – 759
2018
Q4 		$2K Hold
27
– – ﹤0.01% 486
2018
Q3 		$2K Sell
27
-27
-50% -$2.11K ﹤0.01% 526
2018
Q2 		$4K Buy
+54
New +$4.22K ﹤0.01% 452

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Citizens Financial Group's BSV Position: Q1 2026 in Review

Citizens Financial Group reduced its Vanguard Short-Term Bond ETF (BSV) stake by 12% in Q1 2026, selling an estimated $473K and leaving 42,760 shares worth $3.35M. The position accounts for 0.05% of the portfolio, ranked #224.

Citizens Financial Group first reported a position in BSV in Q2 2018 and has held it in 24 quarters since. The position peaked at $3.84M in Q4 2025. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Citizens Financial Group held 42,760 shares of Vanguard Short-Term Bond ETF worth $3.35M as of Q1 2026.
  • Citizens Financial Group sold 6,013 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $473K.
  • Vanguard Short-Term Bond ETF made up 0.05% of Citizens Financial Group's portfolio in Q1 2026, its #224 holding.
  • Citizens Financial Group first reported a position in Vanguard Short-Term Bond ETF in Q2 2018 and has held it in 24 quarters since.
  • Citizens Financial Group's Vanguard Short-Term Bond ETF position peaked at $3.84M in Q4 2025.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Citizens Financial Group's 13F filing for Q1 2026, filed 1 May 2026.