Columbia Asset Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Columbia Asset Management’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	$2.56M	Buy	32,707 +16	+0%	+$1.26K	0.49%	54
2025 Q4	$2.58M	Buy	32,691 +31	+0.1%	+$2.45K	0.46%	55
2025 Q3	$2.58M	Buy	32,660 +23	+0.1%	+$1.81K	0.48%	54
2025 Q2	$2.57M	Buy	+32,637	New	+$2.55M	0.5%	51
2025 Q1	–	Sell	-33,796	Closed	-$2.62M	–	52
2024 Q4	$2.61M	Buy	+33,796	New	+$2.62M	0.48%	50
2022 Q4	–	Sell	-42,277	Closed	-$3.16M	–	164
2022 Q3	$3.16M	Sell	42,277 -1,450	-3%	-$111K	0.83%	38
2022 Q2	$3.36M	Buy	+43,727	New	+$3.37M	0.85%	38
2021 Q4	$3.57M	Buy	44,142 +3,075	+7%	+$250K	0.72%	42
2021 Q3	$3.37M	Buy	41,067 +2,395	+6%	+$197K	0.73%	43
2021 Q2	$3.18M	Buy	+38,672	New	+$3.18M	0.71%	43
2021 Q1	–	Sell	-37,422	Closed	-$3.1M	–	179
2020 Q4	$3.1M	Buy	+37,422	New	+$3.1M	0.63%	47
2020 Q1	–	Sell	-17,242	Closed	-$13.9K	–	149
2019 Q4	$13.9K	Buy	+17,242	New	+$1.39M	0.33%	64
2019 Q2	–	Sell	-17,415	Closed	-$1.39M	–	173
2019 Q1	$1.39M	Buy	+17,415	New	+$1.37M	0.37%	63
2018 Q3	–	Sell	-27,401	Closed	-$2.14M	–	224
2018 Q2	$2.14M	Hold	27,401	–	–	0.62%	45
2018 Q1	$2.15M	Hold	27,401	–	–	0.63%	46
2017 Q4	$2.17M	Buy	27,401 +13,615	+99%	+$1.08M	0.62%	48
2017 Q3	$1.1M	Buy	+13,786	New	+$1.1M	0.34%	73

Other funds holding BSV

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

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

Columbia Asset Management's BSV Position: Q1 2026 in Review

Columbia Asset Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.05% in Q1 2026, buying an estimated $1.26K and bringing the position to 32,707 shares worth $2.56M. The position accounts for 0.49% of the portfolio, ranked #54.

Columbia Asset Management first reported a position in BSV in Q3 2017 and has held it in 17 quarters since. The position peaked at $3.57M in Q4 2021. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Columbia Asset Management held 32,707 shares of Vanguard Short-Term Bond ETF worth $2.56M as of Q1 2026.
Columbia Asset Management bought 16 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $1.26K.
Vanguard Short-Term Bond ETF made up 0.49% of Columbia Asset Management's portfolio in Q1 2026, its #54 holding.
Columbia Asset Management first reported a position in Vanguard Short-Term Bond ETF in Q3 2017 and has held it in 17 quarters since.
Columbia Asset Management's Vanguard Short-Term Bond ETF position peaked at $3.57M in Q4 2021.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Columbia Asset Management's 13F filing for Q1 2026, filed 21 Apr 2026.