FLPIM
BSV icon

F.L. Putnam Investment Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

F.L. Putnam 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
-3,568
Closed -$276K – 568
2024
Q4 		$276K Hold
3,568
– – 0.01% 502
2024
Q3 		$281K Buy
3,568
+1,930
+118% +$150K 0.01% 504
2024
Q2 		$126K Sell
1,638
-1,603
-49% -$122K ﹤0.01% 548
2024
Q1 		$248K Sell
3,241
-3,146
-49% -$241K 0.01% 438
2023
Q4 		$492K Sell
6,387
-803
-11% -$60.8K 0.01% 336
2023
Q3 		$540K Buy
7,190
+70
+1% +$5.28K 0.02% 321
2023
Q2 		$538K Buy
7,120
+3,498
+97% +$267K 0.01% 341
2023
Q1 		$277K Sell
3,622
-910
-20% -$69K 0.01% 371
2022
Q4 		$341K Sell
4,532
-5,247
-54% -$394K 0.01% 337
2022
Q3 		$732K Sell
9,779
-10,743
-52% -$821K 0.03% 240
2022
Q2 		$1.58M Buy
20,522
+6,115
+42% +$471K 0.06% 192
2022
Q1 		$1.12M Sell
14,407
-1,081
-7% -$85.8K 0.04% 219
2021
Q4 		$1.25M Sell
15,488
-1,825
-11% -$148K 0.04% 209
2021
Q3 		$1.42M Sell
17,313
-968
-5% -$79.6K 0.05% 189
2021
Q2 		$1.5M Buy
+18,281
New +$1.5M 0.05% 183

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

F.L. Putnam Investment Management's BSV Position: Q1 2025 in Review

F.L. Putnam Investment Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2025, closing a stake of 3,568 shares — an estimated $276K sold.

F.L. Putnam Investment Management first reported a position in BSV in Q2 2021 and held it in 15 quarters. The position peaked at $1.58M in Q2 2022. 1,211 funds tracked by Wall St. Rank hold BSV as of Q1 2025.

  • F.L. Putnam Investment Management reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2025 after selling out during the quarter.
  • F.L. Putnam Investment Management sold 3,568 Vanguard Short-Term Bond ETF shares in Q1 2025, an estimated $276K.
  • F.L. Putnam Investment Management first reported a position in Vanguard Short-Term Bond ETF in Q2 2021 and held it in 15 quarters.
  • F.L. Putnam Investment Management's Vanguard Short-Term Bond ETF position peaked at $1.58M in Q2 2022.
  • 1,211 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2025.

Based on F.L. Putnam Investment Management's 13F filing for Q1 2025, filed 15 May 2025.