GT
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GreatBanc Trust’s Vanguard Short-Term Bond ETF BSV Stock Holding History

GreatBanc 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
2026
Q1 		$2.13M Sell
27,121
-1,329
-5% -$105K 1.49% 12
2025
Q4 		$2.24M Sell
28,450
-1,110
-4% -$87.6K 1.58% 10
2025
Q3 		$2.33M Buy
+29,560
New +$2.32M 1.6% 9

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Envestnet Asset Management
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Morgan Stanley
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Empower Advisory Group
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Goldman Sachs
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AF
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Bank of America
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Northern Trust
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