MASECO Private Wealth’s Vanguard Short-Term Bond ETF BSV Stock Holding History

MASECO Private Wealth’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
2026 Q1	$1.7M	Sell	21,616 -1,582	-7%	-$125K	0.05%	52
2025 Q4	$1.83M	Buy	+23,198	New	+$1.83M	0.08%	42
2025 Q3	–	Sell	-40,653	Closed	-$3.2M	–	312
2025 Q2	$3.2M	Buy	+40,653	New	+$3.18M	0.12%	41

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MASECO Private Wealth's BSV Position: Q1 2026 in Review

MASECO Private Wealth reduced its Vanguard Short-Term Bond ETF (BSV) stake by 6.8% in Q1 2026, selling an estimated $125K and leaving 21,616 shares worth $1.7M. The position accounts for 0.05% of the portfolio, ranked #52.

MASECO Private Wealth first reported a position in BSV in Q2 2025 and has held it in 3 quarters since. The position peaked at $3.2M in Q2 2025. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

MASECO Private Wealth held 21,616 shares of Vanguard Short-Term Bond ETF worth $1.7M as of Q1 2026.
MASECO Private Wealth sold 1,582 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $125K.
Vanguard Short-Term Bond ETF made up 0.05% of MASECO Private Wealth's portfolio in Q1 2026, its #52 holding.
MASECO Private Wealth first reported a position in Vanguard Short-Term Bond ETF in Q2 2025 and has held it in 3 quarters since.
MASECO Private Wealth's Vanguard Short-Term Bond ETF position peaked at $3.2M in Q2 2025.
1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on MASECO Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.