Madrona Financial Services’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Madrona Financial Services’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	-4,320	Closed	-$338K	–	115
2025 Q1	$338K	Sell	4,320 -53,034	-92%	-$4.12M	0.09%	73
2024 Q4	$4.43M	Sell	57,354 -24,911	-30%	-$1.93M	1.21%	22
2024 Q3	$6.47M	Buy	82,265 +27,076	+49%	+$2.11M	1.8%	16
2024 Q2	$4.23M	Buy	55,189 +5,687	+11%	+$434K	1.3%	23
2024 Q1	$3.8M	Buy	49,502 +13,825	+39%	+$1.06M	1.32%	21
2023 Q4	$2.75M	Sell	35,677 -16,212	-31%	-$1.23M	1.08%	22
2023 Q3	$3.9M	Buy	51,889 +39,041	+304%	+$2.94M	1.78%	14
2023 Q2	$971K	Buy	+12,848	New	+$979K	0.47%	37
2020 Q3	–	Sell	-31,751	Closed	-$2.64M	–	50
2020 Q2	$2.64M	Buy	+31,751	New	+$2.63M	1.82%	18

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Madrona Financial Services's BSV Position: Q2 2025 in Review

Madrona Financial Services sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2025, closing a stake of 4,320 shares — an estimated $338K sold.

Madrona Financial Services first reported a position in BSV in Q2 2020 and held it in 9 quarters. The position peaked at $6.47M in Q3 2024. 1,227 funds tracked by Wall St. Rank hold BSV as of Q2 2025.

Madrona Financial Services reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2025 after selling out during the quarter.
Madrona Financial Services sold 4,320 Vanguard Short-Term Bond ETF shares in Q2 2025, an estimated $338K.
Madrona Financial Services first reported a position in Vanguard Short-Term Bond ETF in Q2 2020 and held it in 9 quarters.
Madrona Financial Services's Vanguard Short-Term Bond ETF position peaked at $6.47M in Q3 2024.
1,227 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2025.

Based on Madrona Financial Services's 13F filing for Q2 2025, filed 18 Jul 2025.