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

Freedom 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
2026
Q1 		$1.66M Sell
21,126
-1,072
-5% -$84.4K 0.49% 27
2025
Q4 		$1.75M Buy
22,198
+197
+0.9% +$15.5K 0.51% 25
2025
Q3 		$1.74M Sell
22,001
-9,872
-31% -$776K 0.46% 28
2025
Q2 		$2.51M Buy
31,873
+2,948
+10% +$230K 0.2% 85
2025
Q1 		$2.26M Buy
28,925
+2,923
+11% +$227K 0.19% 87
2024
Q4 		$2.01M Sell
26,002
-102
-0.4% -$7.92K 0.17% 105
2024
Q3 		$2.05M Sell
26,104
-157
-0.6% -$12.2K 0.16% 113
2024
Q2 		$2.01M Sell
26,261
-1,271
-5% -$97K 0.16% 113
2024
Q1 		$2.11M Buy
27,532
+17,472
+174% +$1.34M 0.17% 110
2023
Q4 		$775K Sell
10,060
-3,043
-23% -$230K 0.06% 325
2023
Q3 		$985K Sell
13,103
-5,076
-28% -$383K 0.12% 209
2023
Q2 		$1.37M Sell
18,179
-39,468
-68% -$3.01M 0.15% 164
2023
Q1 		$4.41M Sell
57,647
-10,836
-16% -$821K 0.5% 33
2022
Q4 		$5.16M Sell
68,483
-5,689
-8% -$427K 0.58% 24
2022
Q3 		$5.55M Buy
74,172
+27,165
+58% +$2.08M 0.64% 19
2022
Q2 		$3.61M Buy
47,007
+1,410
+3% +$109K 0.39% 54
2022
Q1 		$3.55M Sell
45,597
-8,067
-15% -$640K 0.32% 74
2021
Q4 		$4.34M Sell
53,664
-1,778
-3% -$145K 0.32% 63
2021
Q3 		$4.54M Buy
55,442
+1,550
+3% +$127K 0.35% 53
2021
Q2 		$4.43M Sell
53,892
-12,588
-19% -$1.04M 0.33% 60
2021
Q1 		$5.46M Sell
66,480
-7,062
-10% -$583K 0.42% 44
2020
Q4 		$6.1M Sell
73,542
-7,244
-9% -$600K 0.67% 25
2020
Q3 		$6.71M Sell
80,786
-9,398
-10% -$781K 0.73% 23
2020
Q2 		$7.5M Sell
90,184
-16,824
-16% -$1.39M 0.82% 18
2020
Q1 		$8.68M Buy
107,008
+1,234
+1% +$100K 0.77% 18
2019
Q4 		$8.53M Sell
105,774
-11,495
-10% -$928K 0.75% 20
2019
Q3 		$9.47M Sell
117,269
-8,625
-7% -$696K 0.82% 16
2019
Q2 		$10.1M Buy
+125,894
New +$10M 0.85% 19
2016
Q2 		– Sell
-3,135
Closed -$253K – 838
2016
Q1 		$253K Sell
3,135
-646
-17% -$51.8K 0.02% 627
2015
Q4 		$301K Buy
+3,781
New +$303K 0.02% 555
2015
Q1 		– Sell
-9,418
Closed -$753K – 637
2014
Q4 		$753K Buy
9,418
+286
+3% +$22.9K 0.1% 186
2014
Q3 		$731K Sell
9,132
-572
-6% -$45.8K 0.13% 146
2014
Q2 		$780K Buy
9,704
+831
+9% +$66.7K 0.13% 132
2014
Q1 		$711K Sell
8,873
-424
-5% -$34K 0.15% 116
2013
Q4 		$743K Sell
9,297
-534
-5% -$42.9K 0.18% 90
2013
Q3 		$790K Buy
9,831
+7,051
+254% +$565K 0.23% 72
2013
Q2 		$223K Buy
+2,780
New +$224K 0.08% 250

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Freedom Investment Management's BSV Position: Q1 2026 in Review

Freedom Investment Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 4.8% in Q1 2026, selling an estimated $84.4K and leaving 21,126 shares worth $1.66M. The position accounts for 0.49% of the portfolio, ranked #27.

Freedom Investment Management first reported a position in BSV in Q2 2013 and has held it in 37 quarters since. The position peaked at $10.1M in Q2 2019. 1,335 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Freedom Investment Management held 21,126 shares of Vanguard Short-Term Bond ETF worth $1.66M as of Q1 2026.
  • Freedom Investment Management sold 1,072 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $84.4K.
  • Vanguard Short-Term Bond ETF made up 0.49% of Freedom Investment Management's portfolio in Q1 2026, its #27 holding.
  • Freedom Investment Management first reported a position in Vanguard Short-Term Bond ETF in Q2 2013 and has held it in 37 quarters since.
  • Freedom Investment Management's Vanguard Short-Term Bond ETF position peaked at $10.1M in Q2 2019.
  • 1,335 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Freedom Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.