LDB
BSV icon

Lee, Danner & Bass’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Lee, Danner & Bass’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
-165
Closed -$12.8K – 280
2024
Q4 		$12.8K Buy
+165
New +$12.8K ﹤0.01% 508

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

Lee, Danner & Bass's BSV Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2025, closing a stake of 165 shares — an estimated $12.8K sold.

Lee, Danner & Bass first reported a position in BSV in Q4 2024 and held it in 1 quarter. The position peaked at $12.8K in Q4 2024. 1,211 funds tracked by Wall St. Rank hold BSV as of Q1 2025.

  • Lee, Danner & Bass reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 165 Vanguard Short-Term Bond ETF shares in Q1 2025, an estimated $12.8K.
  • Lee, Danner & Bass first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's Vanguard Short-Term Bond ETF position peaked at $12.8K in Q4 2024.
  • 1,211 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.