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Foster Dykema Cabot & Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Foster Dykema Cabot & Partners’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
-411
Closed -$31.8K – 345
2024
Q4 		$31.8K Sell
411
-1,125
-73% -$87.3K ﹤0.01% 231
2024
Q3 		$121K Buy
1,536
+319
+26% +$24.8K 0.01% 163
2024
Q2 		$93.3K Buy
1,217
+47
+4% +$3.59K 0.01% 147
2024
Q1 		$89.7K Buy
1,170
+968
+479% +$74.3K 0.01% 150
2023
Q4 		$15.6K Buy
+202
New +$15.3K ﹤0.01% 201

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

Foster Dykema Cabot & Partners's BSV Position: Q1 2025 in Review

Foster Dykema Cabot & Partners sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2025, closing a stake of 411 shares — an estimated $31.8K sold.

Foster Dykema Cabot & Partners first reported a position in BSV in Q4 2023 and held it in 5 quarters. The position peaked at $121K in Q3 2024. 1,211 funds tracked by Wall St. Rank hold BSV as of Q1 2025.

  • Foster Dykema Cabot & Partners reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Foster Dykema Cabot & Partners sold 411 Vanguard Short-Term Bond ETF shares in Q1 2025, an estimated $31.8K.
  • Foster Dykema Cabot & Partners first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and held it in 5 quarters.
  • Foster Dykema Cabot & Partners's Vanguard Short-Term Bond ETF position peaked at $121K in Q3 2024.
  • 1,211 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2025.

Based on Foster Dykema Cabot & Partners's 13F filing for Q1 2025, filed 9 May 2025.