Independence Bank of Kentucky’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Independence Bank of Kentucky’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	-10	Closed	-$783	–	617
2025 Q1	$783	Hold	10	–	–	﹤0.01%	607
2024 Q4	$773	Buy	+10	New	+$776	﹤0.01%	615
2023 Q3	–	Sell	-24	Closed	-$1.81K	–	486
2023 Q2	$1.81K	Buy	+24	New	+$1.83K	﹤0.01%	485
2023 Q1	–	Sell	-345	Closed	-$26K	–	431
2022 Q4	$26K	Sell	345 -405	-54%	-$30.4K	0.01%	305
2022 Q3	$56K	Hold	750	–	–	0.03%	232
2022 Q2	$58K	Sell	750 -130	-15%	-$10K	0.03%	235
2022 Q1	$69K	Buy	+880	New	+$69.9K	0.03%	234
2021 Q2	–	Sell	-182	Closed	-$15K	–	384
2021 Q1	$15K	Hold	182	–	–	0.01%	315
2020 Q4	$15K	Hold	182	–	–	0.01%	304
2020 Q3	$15K	Buy	182 +174	+2,175%	+$14.5K	0.01%	294
2020 Q2	$1K	Hold	8	–	–	﹤0.01%	332
2020 Q1	$1K	Hold	8	–	–	﹤0.01%	336
2019 Q4	$1K	Hold	8	–	–	﹤0.01%	343
2019 Q3	$1K	Hold	8	–	–	﹤0.01%	340
2019 Q2	$1K	Hold	8	–	–	﹤0.01%	310
2019 Q1	$1K	Hold	8	–	–	﹤0.01%	315
2018 Q4	$1K	Buy	+8	New	+$624	﹤0.01%	343

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Independence Bank of Kentucky's BSV Position: Q2 2025 in Review

Independence Bank of Kentucky sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2025, closing a stake of 10 shares — an estimated $783 sold.

Independence Bank of Kentucky first reported a position in BSV in Q4 2018 and held it in 17 quarters. The position peaked at $69K in Q1 2022. 1,228 funds tracked by Wall St. Rank hold BSV as of Q2 2025.

Independence Bank of Kentucky reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2025 after selling out during the quarter.
Independence Bank of Kentucky sold 10 Vanguard Short-Term Bond ETF shares in Q2 2025, an estimated $783.
Independence Bank of Kentucky first reported a position in Vanguard Short-Term Bond ETF in Q4 2018 and held it in 17 quarters.
Independence Bank of Kentucky's Vanguard Short-Term Bond ETF position peaked at $69K in Q1 2022.
1,228 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2025.

Based on Independence Bank of Kentucky's 13F filing for Q2 2025, filed 17 Jul 2025.