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Curi RMB Capital’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Curi RMB Capital’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
Q2 		$326K Sell
4,179
-330
-7% -$25.8K 0.01% 729
2026
Q1 		$354K Sell
4,509
-5,551
-55% -$437K 0.01% 692
2025
Q4 		$793K Buy
10,060
+1,450
+17% +$114K 0.01% 505
2025
Q3 		$679K Sell
8,610
-209
-2% -$16.4K 0.01% 470
2025
Q2 		$694K Buy
8,819
+1,134
+15% +$88.7K 0.01% 469
2025
Q1 		$602K Buy
+7,685
New +$597K 0.01% 370

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Curi RMB Capital's BSV Position: Q2 2026 in Review

Curi RMB Capital reduced its Vanguard Short-Term Bond ETF (BSV) stake by 7.3% in Q2 2026, selling an estimated $25.8K and leaving 4,179 shares worth $326K. The position accounts for 0.01% of the portfolio, ranked #729.

Curi RMB Capital first reported a position in BSV in Q1 2025 and has held it in 6 quarters since. The position peaked at $793K in Q4 2025. 1,363 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Curi RMB Capital held 4,179 shares of Vanguard Short-Term Bond ETF worth $326K as of Q2 2026.
  • Curi RMB Capital sold 330 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $25.8K.
  • Vanguard Short-Term Bond ETF made up 0.01% of Curi RMB Capital's portfolio in Q2 2026, its #729 holding.
  • Curi RMB Capital first reported a position in Vanguard Short-Term Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • Curi RMB Capital's Vanguard Short-Term Bond ETF position peaked at $793K in Q4 2025.
  • 1,363 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.