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Marshall & Sterling Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Marshall & Sterling Wealth Advisors’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
-142
Closed -$11K – 640
2024
Q4 		$11K Buy
+142
New +$11K 0.01% 227

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

Marshall & Sterling Wealth Advisors's BSV Position: Q1 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2025, closing a stake of 142 shares — an estimated $11K sold.

Marshall & Sterling Wealth Advisors first reported a position in BSV in Q4 2024 and held it in 1 quarter. The position peaked at $11K in Q4 2024. 1,211 funds tracked by Wall St. Rank hold BSV as of Q1 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 142 Vanguard Short-Term Bond ETF shares in Q1 2025, an estimated $11K.
  • Marshall & Sterling Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and held it in 1 quarter.
  • Marshall & Sterling Wealth Advisors's Vanguard Short-Term Bond ETF position peaked at $11K in Q4 2024.
  • 1,211 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.