Essex Savings Bank’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Essex Savings Bank’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	-2,708	Closed	-$213K	–	311
2025 Q4	$213K	Hold	2,708	–	–	0.05%	298
2025 Q3	$214K	Buy	2,708 +157	+6%	+$12.3K	0.05%	295
2025 Q2	$201K	Buy	+2,551	New	+$199K	0.05%	308
2025 Q1	–	Sell	-2,669	Closed	-$206K	–	301
2024 Q4	$206K	Hold	2,669	–	–	0.05%	285
2024 Q3	$210K	Sell	2,669 -126	-5%	-$9.81K	0.05%	275
2024 Q2	$214K	Sell	2,795 -158	-5%	-$12.1K	0.06%	247
2024 Q1	$227K	Hold	2,953	–	–	0.07%	235
2023 Q4	$227K	Sell	2,953 -68	-2%	-$5.15K	0.07%	234
2023 Q3	$227K	Hold	3,021	–	–	0.08%	212
2023 Q2	$228K	Buy	+3,021	New	+$230K	0.08%	208
2019 Q3	–	Sell	-927	Closed	-$75K	–	236
2019 Q2	$75K	Hold	927	–	–	0.03%	388
2019 Q1	$74K	Buy	927 +18	+2%	+$1.42K	0.04%	252
2018 Q4	$71K	Buy	+909	New	+$70.9K	0.04%	245

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 $424B AUM 22.94% 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

Essex Savings Bank's BSV Position: Q1 2026 in Review

Essex Savings Bank sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2026, closing a stake of 2,708 shares — an estimated $213K sold.

Essex Savings Bank first reported a position in BSV in Q4 2018 and held it in 13 quarters. The position peaked at $228K in Q2 2023. 1,335 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

Essex Savings Bank reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
Essex Savings Bank sold 2,708 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $213K.
Essex Savings Bank first reported a position in Vanguard Short-Term Bond ETF in Q4 2018 and held it in 13 quarters.
Essex Savings Bank's Vanguard Short-Term Bond ETF position peaked at $228K in Q2 2023.
1,335 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Essex Savings Bank's 13F filing for Q1 2026, filed 17 Apr 2026.