Delta Investment Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Delta Investment 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
2025 Q1	–	Sell	-2,671	Closed	-$206K	–	246
2024 Q4	$206K	Sell	2,671 -572	-18%	-$44.4K	0.04%	240
2024 Q3	$255K	Buy	3,243 +27	+0.8%	+$2.1K	0.05%	206
2024 Q2	$247K	Sell	3,216 -346	-10%	-$26.4K	0.05%	186
2024 Q1	$273K	Sell	3,562 -179	-5%	-$13.7K	0.06%	176
2023 Q4	$288K	Sell	3,741 -2,017	-35%	-$153K	0.07%	164
2023 Q3	$433K	Sell	5,758 -170	-3%	-$12.8K	0.12%	104
2023 Q2	$448K	Sell	5,928 -14,198	-71%	-$1.08M	0.12%	100
2023 Q1	$1.54M	Buy	20,126 +910	+5%	+$69K	0.44%	41
2022 Q4	$1.45M	Sell	19,216 -1,963	-9%	-$147K	0.47%	44
2022 Q3	$1.58M	Buy	+21,179	New	+$1.62M	0.69%	39

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

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

Delta Investment Management's BSV Position: Q1 2025 in Review

Delta Investment Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2025, closing a stake of 2,671 shares — an estimated $206K sold.

Delta Investment Management first reported a position in BSV in Q3 2022 and held it in 10 quarters. The position peaked at $1.58M in Q3 2022. 1,212 funds tracked by Wall St. Rank hold BSV as of Q1 2025.

Delta Investment Management reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2025 after selling out during the quarter.
Delta Investment Management sold 2,671 Vanguard Short-Term Bond ETF shares in Q1 2025, an estimated $206K.
Delta Investment Management first reported a position in Vanguard Short-Term Bond ETF in Q3 2022 and held it in 10 quarters.
Delta Investment Management's Vanguard Short-Term Bond ETF position peaked at $1.58M in Q3 2022.
1,212 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2025.

Based on Delta Investment Management's 13F filing for Q1 2025, filed 14 May 2025.