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FineMark National Bank & Trust’s Vanguard Short-Term Bond ETF BSV Stock Holding History

FineMark National Bank & Trust’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
Q4 		$4.64M Sell
58,877
-2,967
-5% -$234K 0.14% 123
2025
Q3 		$4.88M Sell
61,844
-38,946
-39% -$3.06M 0.16% 117
2025
Q2 		$7.93M Sell
100,790
-1,751
-2% -$137K 0.27% 89
2025
Q1 		$8.03M Buy
102,541
+3,248
+3% +$252K 0.29% 89
2024
Q4 		$7.67M Buy
99,293
+3,156
+3% +$245K 0.27% 89
2024
Q3 		$7.57M Sell
96,137
-2,780
-3% -$217K 0.26% 89
2024
Q2 		$7.59M Buy
98,917
+19,329
+24% +$1.47M 0.28% 89
2024
Q1 		$6.1M Buy
79,588
+5,847
+8% +$449K 0.23% 97
2023
Q4 		$5.68M Sell
73,741
-2,802
-4% -$212K 0.23% 96
2023
Q3 		$5.75M Buy
76,543
+2,345
+3% +$177K 0.25% 94
2023
Q2 		$5.61M Buy
74,198
+1,776
+2% +$135K 0.23% 101
2023
Q1 		$5.54M Sell
72,422
-4,368
-6% -$331K 0.24% 95
2022
Q4 		$5.78M Sell
76,790
-10,355
-12% -$777K 0.26% 91
2022
Q3 		$6.52M Sell
87,145
-85,020
-49% -$6.5M 0.31% 82
2022
Q2 		$13.2M Buy
172,165
+79,236
+85% +$6.1M 0.58% 38
2022
Q1 		$7.24M Sell
92,929
-2,590
-3% -$206K 0.29% 80
2021
Q4 		$7.72M Buy
95,519
+6,153
+7% +$500K 0.29% 77
2021
Q3 		$7.32M Buy
89,366
+4,109
+5% +$338K 0.31% 77
2021
Q2 		$7M Buy
85,257
+4,199
+5% +$345K 0.28% 81
2021
Q1 		$6.66M Buy
81,058
+4,033
+5% +$333K 0.28% 82
2020
Q4 		$6.38M Buy
77,025
+79
+0.1% +$6.54K 0.29% 74
2020
Q3 		$6.39M Sell
76,946
-3,421
-4% -$284K 0.31% 69
2020
Q2 		$6.68M Sell
80,367
-6,845
-8% -$566K 0.37% 64
2020
Q1 		$7.17M Buy
87,212
+10,610
+14% +$862K 0.45% 57
2019
Q4 		$6.17M Buy
76,602
+652
+0.9% +$52.6K 0.31% 75
2019
Q3 		$6.14M Sell
75,950
-3,168
-4% -$256K 0.33% 72
2019
Q2 		$6.37M Buy
79,118
+9,567
+14% +$763K 0.35% 72
2019
Q1 		$5.54M Sell
69,551
-514
-0.7% -$40.6K 0.32% 73
2018
Q4 		$5.5M Sell
70,065
-2,417
-3% -$188K 0.37% 69
2018
Q3 		$5.66M Sell
72,482
-3,180
-4% -$248K 0.34% 74
2018
Q2 		$5.92M Sell
75,662
-3,908
-5% -$305K 0.36% 71
2018
Q1 		$6.24M Sell
79,570
-2,293
-3% -$180K 0.4% 61
2017
Q4 		$6.47M Buy
81,863
+6,775
+9% +$538K 0.41% 58
2017
Q3 		$5.99M Buy
+75,088
New +$6M 0.4% 62
2017
Q2 		– Sell
-69,834
Closed -$5.57M – 359
2017
Q1 		$5.57M Buy
69,834
+16,780
+32% +$1.34M 0.41% 62
2016
Q4 		$4.21M Buy
53,054
+479
+0.9% +$38.3K 0.34% 74
2016
Q3 		$4.25M Buy
52,575
+4,650
+10% +$376K 0.45% 61
2016
Q2 		$3.88M Sell
47,925
-7,177
-13% -$578K 0.43% 67
2016
Q1 		$4.44M Sell
55,102
-19,769
-26% -$1.58M 0.52% 55
2015
Q4 		$5.96M Buy
74,871
+8,899
+13% +$712K 0.71% 40
2015
Q3 		$5.3M Buy
65,972
+4,603
+8% +$369K 0.72% 40
2015
Q2 		$4.92M Buy
61,369
+23,969
+64% +$1.92M 0.64% 46
2015
Q1 		$3.01M Sell
37,400
-511
-1% -$41K 0.41% 71
2014
Q4 		$3.03M Buy
37,911
+9,855
+35% +$791K 0.45% 63
2014
Q3 		$2.25M Buy
28,056
+7,230
+35% +$579K 0.36% 75
2014
Q2 		$1.67M Buy
20,826
+6,515
+46% +$523K 0.28% 96
2014
Q1 		$1.15M Buy
14,311
+2,017
+16% +$162K 0.21% 116
2013
Q4 		$983K Buy
12,294
+3,719
+43% +$299K 0.2% 127
2013
Q3 		$689K Buy
8,575
+6,244
+268% +$500K 0.17% 131
2013
Q2 		$187K Buy
+2,331
New +$188K 0.06% 286

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FineMark National Bank & Trust's BSV Position: Q4 2025 in Review

FineMark National Bank & Trust reduced its Vanguard Short-Term Bond ETF (BSV) stake by 4.8% in Q4 2025, selling an estimated $234K and leaving 58,877 shares worth $4.64M. The position accounts for 0.14% of the portfolio, ranked #123.

FineMark National Bank & Trust first reported a position in BSV in Q2 2013 and has held it in 50 quarters since. The position peaked at $13.2M in Q2 2022. 1,316 funds tracked by Wall St. Rank hold BSV as of Q4 2025.

  • FineMark National Bank & Trust held 58,877 shares of Vanguard Short-Term Bond ETF worth $4.64M as of Q4 2025.
  • FineMark National Bank & Trust sold 2,967 Vanguard Short-Term Bond ETF shares in Q4 2025, an estimated $234K.
  • Vanguard Short-Term Bond ETF made up 0.14% of FineMark National Bank & Trust's portfolio in Q4 2025, its #123 holding.
  • FineMark National Bank & Trust first reported a position in Vanguard Short-Term Bond ETF in Q2 2013 and has held it in 50 quarters since.
  • FineMark National Bank & Trust's Vanguard Short-Term Bond ETF position peaked at $13.2M in Q2 2022.
  • 1,316 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.