ITB
BSV icon

Idaho Trust Bank’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Idaho Trust Bank’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
-4,530
Closed -$350K – 101
2024
Q4 		$350K Buy
+4,530
New +$352K 0.18% 59
2024
Q1 		– Sell
-3,126
Closed -$241K – 97
2023
Q4 		$241K Sell
3,126
-7,062
-69% -$535K 0.14% 72
2023
Q3 		$766K Buy
10,188
+1,878
+23% +$142K 0.5% 46
2023
Q2 		$628K Buy
+8,310
New +$633K 0.39% 48

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Idaho Trust Bank's BSV Position: Q1 2025 in Review

Idaho Trust Bank sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2025, closing a stake of 4,530 shares — an estimated $350K sold.

Idaho Trust Bank first reported a position in BSV in Q2 2023 and held it in 4 quarters. The position peaked at $766K in Q3 2023. 1,211 funds tracked by Wall St. Rank hold BSV as of Q1 2025.

  • Idaho Trust Bank reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Idaho Trust Bank sold 4,530 Vanguard Short-Term Bond ETF shares in Q1 2025, an estimated $350K.
  • Idaho Trust Bank first reported a position in Vanguard Short-Term Bond ETF in Q2 2023 and held it in 4 quarters.
  • Idaho Trust Bank's Vanguard Short-Term Bond ETF position peaked at $766K in Q3 2023.
  • 1,211 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2025.

Based on Idaho Trust Bank's 13F filing for Q1 2025, filed 14 May 2025.