LIG
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Lokken Investment Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Lokken Investment Group’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
Q3 		$1.7M Buy
21,561
+2,675
+14% +$210K 0.58% 45
2025
Q2 		$1.49M Buy
18,886
+2,458
+15% +$192K 0.57% 48
2025
Q1 		$1.29M Sell
16,428
-18
-0.1% -$1.4K 0.54% 53
2024
Q4 		$1.27M Buy
16,446
+1,749
+12% +$136K 0.55% 46
2024
Q3 		$1.16M Buy
14,697
+375
+3% +$29.2K 0.48% 57
2024
Q2 		$1.1M Buy
14,322
+328
+2% +$25K 0.52% 49
2024
Q1 		$1.07M Buy
13,994
+345
+3% +$26.5K 0.53% 50
2023
Q4 		$1.05M Buy
13,649
+1,502
+12% +$114K 0.59% 41
2023
Q3 		$913K Buy
12,147
+1,976
+19% +$149K 0.6% 38
2023
Q2 		$769K Buy
10,171
+946
+10% +$72.1K 0.5% 51
2023
Q1 		$706K Sell
9,225
-372
-4% -$28.2K 0.54% 43
2022
Q4 		$722K Sell
9,597
-776
-7% -$58.2K 0.57% 43
2022
Q3 		$776K Sell
10,373
-206
-2% -$15.7K 0.67% 34
2022
Q2 		$812K Sell
10,579
-511
-5% -$39.4K 0.66% 33
2022
Q1 		$854K Sell
11,090
-63,219
-85% -$5.02M 0.68% 35
2021
Q4 		$6.01M Sell
74,309
-1,732
-2% -$141K 4.28% 4
2021
Q3 		$6.23M Buy
76,041
+4,296
+6% +$353K 4.94% 3
2021
Q2 		$5.89M Buy
71,745
+774
+1% +$63.7K 4.79% 3
2021
Q1 		$5.83M Sell
70,971
-16,262
-19% -$1.34M 5.15% 3
2020
Q4 		$7.23M Buy
+87,233
New +$7.23M 6.6% 3

Other funds holding BSV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lokken Investment Group's BSV Position: Q3 2025 in Review

Lokken Investment Group increased its Vanguard Short-Term Bond ETF (BSV) stake by 14% in Q3 2025, buying an estimated $210K and bringing the position to 21,561 shares worth $1.7M. The position accounts for 0.58% of the portfolio, ranked #45.

Lokken Investment Group first reported a position in BSV in Q4 2020 and has held it in 20 quarters since. The position peaked at $7.23M in Q4 2020. 1,212 funds tracked by Wall St. Rank hold BSV as of Q3 2025.

  • Lokken Investment Group held 21,561 shares of Vanguard Short-Term Bond ETF worth $1.7M as of Q3 2025.
  • Lokken Investment Group bought 2,675 Vanguard Short-Term Bond ETF shares in Q3 2025, an estimated $210K.
  • Vanguard Short-Term Bond ETF made up 0.58% of Lokken Investment Group's portfolio in Q3 2025, its #45 holding.
  • Lokken Investment Group first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and has held it in 20 quarters since.
  • Lokken Investment Group's Vanguard Short-Term Bond ETF position peaked at $7.23M in Q4 2020.
  • 1,212 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.