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Kimelman & Baird’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Kimelman & Baird’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
-250
Closed -$19.3K – 352
2024
Q4 		$19.3K Hold
250
– – ﹤0.01% 238
2024
Q3 		$19.7K Sell
250
-2,000
-89% -$156K ﹤0.01% 240
2024
Q2 		$173K Buy
+2,250
New +$172K 0.01% 132

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

Kimelman & Baird's BSV Position: Q1 2025 in Review

Kimelman & Baird sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2025, closing a stake of 250 shares — an estimated $19.3K sold.

Kimelman & Baird first reported a position in BSV in Q2 2024 and held it in 3 quarters. The position peaked at $173K in Q2 2024. 1,211 funds tracked by Wall St. Rank hold BSV as of Q1 2025.

  • Kimelman & Baird reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Kimelman & Baird sold 250 Vanguard Short-Term Bond ETF shares in Q1 2025, an estimated $19.3K.
  • Kimelman & Baird first reported a position in Vanguard Short-Term Bond ETF in Q2 2024 and held it in 3 quarters.
  • Kimelman & Baird's Vanguard Short-Term Bond ETF position peaked at $173K in Q2 2024.
  • 1,211 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2025.

Based on Kimelman & Baird's 13F filing for Q1 2025, filed 13 May 2025.