Colonial River Investments’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Colonial River Investments’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 Q2	–	Sell	-3,875	Closed	-$303K	–	225
2025 Q1	$303K	Sell	3,875 -708	-15%	-$55K	0.17%	132
2024 Q4	$354K	Sell	4,583 -611	-12%	-$47.4K	0.17%	125
2024 Q3	$409K	Sell	5,194 -39	-0.7%	-$3.04K	0.2%	114
2024 Q2	$401K	Sell	5,233 -129	-2%	-$9.84K	0.22%	95
2024 Q1	$411K	Sell	5,362 -40	-0.7%	-$3.07K	0.23%	97
2023 Q4	$416K	Sell	5,402 -245	-4%	-$18.5K	0.25%	114
2023 Q3	$424K	Sell	5,647 -9	-0.2%	-$678	0.28%	97
2023 Q2	$427K	Sell	5,656 -3,550	-39%	-$271K	0.28%	98
2023 Q1	$704K	Sell	9,206 -30,268	-77%	-$2.29M	0.41%	70
2022 Q4	$2.97M	Buy	39,474 +34,710	+729%	+$2.6M	1.9%	10
2022 Q3	$356K	Buy	4,764 +11	+0.2%	+$840	0.25%	103
2022 Q2	$365K	Buy	4,753 +11	+0.2%	+$847	0.24%	110
2022 Q1	$369K	Sell	4,742 -2,941	-38%	-$233K	0.21%	121
2021 Q4	$621K	Buy	+7,683	New	+$625K	0.33%	86
2021 Q3	–	Sell	-10,017	Closed	-$823K	–	83
2021 Q2	$823K	Sell	10,017 -2,092	-17%	-$172K	0.59%	50
2021 Q1	$995K	Buy	+12,109	New	+$1,000K	0.8%	39

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Colonial River Investments's BSV Position: Q2 2025 in Review

Colonial River Investments sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2025, closing a stake of 3,875 shares — an estimated $303K sold.

Colonial River Investments first reported a position in BSV in Q1 2021 and held it in 16 quarters. The position peaked at $2.97M in Q4 2022. 1,228 funds tracked by Wall St. Rank hold BSV as of Q2 2025.

Colonial River Investments reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2025 after selling out during the quarter.
Colonial River Investments sold 3,875 Vanguard Short-Term Bond ETF shares in Q2 2025, an estimated $303K.
Colonial River Investments first reported a position in Vanguard Short-Term Bond ETF in Q1 2021 and held it in 16 quarters.
Colonial River Investments's Vanguard Short-Term Bond ETF position peaked at $2.97M in Q4 2022.
1,228 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2025.

Based on Colonial River Investments's 13F filing for Q2 2025, filed 15 Jul 2025.