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IEQ Capital’s Vanguard Short-Term Bond ETF BSV Stock Holding History

IEQ Capital’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
Q4 		– Sell
-2,760
Closed -$218K – 1876
2025
Q3 		$218K Buy
+2,760
New +$217K ﹤0.01% 1650
2023
Q4 		– Sell
-13,564
Closed -$1.02M – 939
2023
Q3 		$1.02M Sell
13,564
-52
-0.4% -$3.92K 0.02% 401
2023
Q2 		$1.03M Sell
13,616
-3,929
-22% -$299K 0.02% 390
2023
Q1 		$1.34M Buy
17,545
+4,186
+31% +$317K 0.03% 327
2022
Q4 		$1.01M Buy
13,359
+80
+0.6% +$6K 0.03% 368
2022
Q3 		$994K Sell
13,279
-2,334
-15% -$178K 0.03% 368
2022
Q2 		$1.2M Sell
15,613
-934
-6% -$72K 0.04% 277
2022
Q1 		$1.29M Buy
16,547
+8,745
+112% +$694K 0.03% 278
2021
Q4 		$631K Sell
7,802
-1,291
-14% -$105K 0.01% 408
2021
Q3 		$745K Buy
9,093
+4,651
+105% +$382K 0.02% 340
2021
Q2 		$365K Sell
4,442
-17,388
-80% -$1.43M 0.01% 416
2021
Q1 		$1.79M Buy
21,830
+2,981
+16% +$246K 0.07% 148
2020
Q4 		$1.56M Sell
18,849
-363
-2% -$30.1K 0.07% 135
2020
Q3 		$1.6M Buy
19,212
+422
+2% +$35.1K 0.09% 128
2020
Q2 		$1.56M Hold
18,790
– – 0.1% 122
2020
Q1 		$1.54M Buy
+18,790
New +$1.53M 0.12% 109

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IEQ Capital's BSV Position: Q4 2025 in Review

IEQ Capital sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2025, closing a stake of 2,760 shares — an estimated $218K sold.

IEQ Capital first reported a position in BSV in Q1 2020 and held it in 16 quarters. The position peaked at $1.79M in Q1 2021. 1,316 funds tracked by Wall St. Rank hold BSV as of Q4 2025.

  • IEQ Capital reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2025 after selling out during the quarter.
  • IEQ Capital sold 2,760 Vanguard Short-Term Bond ETF shares in Q4 2025, an estimated $218K.
  • IEQ Capital first reported a position in Vanguard Short-Term Bond ETF in Q1 2020 and held it in 16 quarters.
  • IEQ Capital's Vanguard Short-Term Bond ETF position peaked at $1.79M in Q1 2021.
  • 1,316 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2025.

Based on IEQ Capital's 13F filing for Q4 2025, filed 13 Feb 2026.