CT
BSV icon

Clearstead Trust’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Clearstead Trust’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 		– Sell
-93
Closed -$7.33K – 992
2025
Q4 		$7.33K Sell
93
-300
-76% -$23.7K ﹤0.01% 669
2025
Q3 		$31K Hold
393
– – 0.01% 370
2025
Q2 		$30.9K Sell
393
-236
-38% -$18.5K 0.01% 362
2025
Q1 		$49.2K Buy
629
+236
+60% +$18.3K 0.01% 275
2024
Q4 		$30.4K Hold
393
– – 0.01% 293
2024
Q3 		$30.9K Hold
393
– – 0.01% 281
2024
Q2 		$30.1K Sell
393
-468
-54% -$35.7K 0.01% 283
2024
Q1 		$66K Hold
861
– – 0.02% 217
2023
Q4 		$66.3K Sell
861
-44
-5% -$3.33K 0.02% 222
2023
Q3 		$68K Hold
905
– – 0.02% 198
2023
Q2 		$68.4K Sell
905
-26
-3% -$1.98K 0.02% 191
2023
Q1 		$71.2K Hold
931
– – 0.02% 198
2022
Q4 		$70K Sell
931
-580
-38% -$43.5K 0.02% 205
2022
Q3 		$113K Buy
+1,511
New +$115K 0.04% 174

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Clearstead Trust's BSV Position: Q1 2026 in Review

Clearstead Trust sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2026, closing a stake of 93 shares — an estimated $7.33K sold.

Clearstead Trust first reported a position in BSV in Q3 2022 and held it in 14 quarters. The position peaked at $113K in Q3 2022. 1,338 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Clearstead Trust reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Clearstead Trust sold 93 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $7.33K.
  • Clearstead Trust first reported a position in Vanguard Short-Term Bond ETF in Q3 2022 and held it in 14 quarters.
  • Clearstead Trust's Vanguard Short-Term Bond ETF position peaked at $113K in Q3 2022.
  • 1,338 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Clearstead Trust's 13F filing for Q1 2026, filed 6 May 2026.