GWMI
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Guardian Wealth Management (Illinois)’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Guardian Wealth Management (Illinois)’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
Q2 		– Sell
-1,608
Closed -$126K – 82
2025
Q1 		$126K Sell
1,608
-3
-0.2% -$233 0.08% 72
2024
Q4 		$124K Sell
1,611
-56
-3% -$4.35K 0.08% 78
2024
Q3 		$131K Sell
1,667
-170
-9% -$13.2K 0.09% 74
2024
Q2 		$141K Buy
1,837
+101
+6% +$7.71K 0.11% 73
2024
Q1 		$133K Sell
1,736
-435
-20% -$33.4K 0.1% 76
2023
Q4 		$167K Buy
2,171
+107
+5% +$8.1K 0.14% 70
2023
Q3 		$155K Buy
2,064
+79
+4% +$5.96K 0.15% 73
2023
Q2 		$150K Sell
1,985
-198
-9% -$15.1K 0.14% 71
2023
Q1 		$167K Sell
2,183
-1,069
-33% -$81K 0.16% 76
2022
Q4 		$245K Buy
3,252
+1,234
+61% +$92.6K 0.24% 71
2022
Q3 		$151K Buy
2,018
+87
+5% +$6.65K 0.17% 76
2022
Q2 		$148K Sell
1,931
-82
-4% -$6.32K 0.16% 78
2022
Q1 		$157K Buy
2,013
+405
+25% +$32.1K 0.16% 82
2021
Q4 		$130K Buy
+1,608
New +$131K 0.13% 79

Other funds holding BSV

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s BSV Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2025, closing a stake of 1,608 shares — an estimated $126K sold.

Guardian Wealth Management (Illinois) first reported a position in BSV in Q4 2021 and held it in 14 quarters. The position peaked at $245K in Q4 2022. 1,227 funds tracked by Wall St. Rank hold BSV as of Q2 2025.

  • Guardian Wealth Management (Illinois) reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 1,608 Vanguard Short-Term Bond ETF shares in Q2 2025, an estimated $126K.
  • Guardian Wealth Management (Illinois) first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and held it in 14 quarters.
  • Guardian Wealth Management (Illinois)'s Vanguard Short-Term Bond ETF position peaked at $245K in Q4 2022.
  • 1,227 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.