Friedenthal Financial’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Friedenthal Financial’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	-3,850	Closed	-$297K	–	228
2024 Q4	$297K	Sell	3,850 -52,205	-93%	-$4.05M	0.17%	103
2024 Q3	$4.41M	Buy	+56,055	New	+$4.37M	2.58%	7
2016 Q2	–	Sell	-86,259	Closed	-$6.86M	–	46
2016 Q1	$6.86M	Sell	86,259 -858	-1%	-$68.8K	6.29%	6
2015 Q4	$6.93M	Sell	87,117 -99,472	-53%	-$7.96M	6.27%	6
2015 Q3	$15M	Buy	186,589 +5,444	+3%	+$436K	13.48%	3
2015 Q2	$14.5M	Buy	+181,145	New	+$14.5M	12.6%	2

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Friedenthal Financial's BSV Position: Q1 2025 in Review

Friedenthal Financial sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2025, closing a stake of 3,850 shares — an estimated $297K sold.

Friedenthal Financial first reported a position in BSV in Q2 2015 and held it in 6 quarters. The position peaked at $15M in Q3 2015. 1,212 funds tracked by Wall St. Rank hold BSV as of Q1 2025.

Friedenthal Financial reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2025 after selling out during the quarter.
Friedenthal Financial sold 3,850 Vanguard Short-Term Bond ETF shares in Q1 2025, an estimated $297K.
Friedenthal Financial first reported a position in Vanguard Short-Term Bond ETF in Q2 2015 and held it in 6 quarters.
Friedenthal Financial's Vanguard Short-Term Bond ETF position peaked at $15M in Q3 2015.
1,212 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2025.

Based on Friedenthal Financial's 13F filing for Q1 2025, filed 21 Apr 2025.