IWA
BSV icon

Icon Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Icon Wealth Advisors’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
-1,531
Closed -$120K – 515
2025
Q1 		$120K Sell
1,531
-2,395
-61% -$186K 0.01% 448
2024
Q4 		$303K Buy
3,926
+13
+0.3% +$1.01K 0.03% 296
2024
Q3 		$308K Sell
3,913
-17
-0.4% -$1.32K 0.03% 292
2024
Q2 		$305K Buy
3,930
+12
+0.3% +$916 0.03% 280
2024
Q1 		$300K Buy
3,918
+3
+0.1% +$230 0.03% 282
2023
Q4 		$302K Buy
+3,915
New +$296K 0.03% 264
2022
Q4 		$295K Hold
3,915
– – 0.03% 254
2022
Q3 		$293K Buy
+3,915
New +$299K 0.04% 245

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

Icon Wealth Advisors's BSV Position: Q2 2025 in Review

Icon Wealth Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2025, closing a stake of 1,531 shares — an estimated $120K sold.

Icon Wealth Advisors first reported a position in BSV in Q3 2022 and held it in 8 quarters. The position peaked at $308K in Q3 2024. 1,227 funds tracked by Wall St. Rank hold BSV as of Q2 2025.

  • Icon Wealth Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 1,531 Vanguard Short-Term Bond ETF shares in Q2 2025, an estimated $120K.
  • Icon Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q3 2022 and held it in 8 quarters.
  • Icon Wealth Advisors's Vanguard Short-Term Bond ETF position peaked at $308K in Q3 2024.
  • 1,227 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2025.

Based on Icon Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.