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MBA Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

MBA 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
Q2 		– Sell
-2,748
Closed -$215K – 135
2025
Q1 		$215K Buy
+2,748
New +$213K 0.11% 125
2024
Q2 		– Sell
-7,973
Closed -$611K – 127
2024
Q1 		$611K Sell
7,973
-194
-2% -$14.9K 0.32% 68
2023
Q4 		$629K Buy
+8,167
New +$618K 0.35% 66
2023
Q3 		– Sell
-7,014
Closed -$530K – 116
2023
Q2 		$530K Sell
7,014
-1,794
-20% -$137K 0.32% 69
2023
Q1 		$674K Buy
8,808
+72
+0.8% +$5.46K 0.42% 59
2022
Q4 		$658K Sell
8,736
-694
-7% -$52.1K 0.43% 58
2022
Q3 		$706K Sell
9,430
-1,283
-12% -$98K 0.51% 52
2022
Q2 		$823K Sell
10,713
-2,911
-21% -$224K 0.57% 49
2022
Q1 		$1.06M Sell
13,624
-1,044
-7% -$82.9K 0.66% 42
2021
Q4 		$1.19M Sell
14,668
-1,472
-9% -$120K 0.73% 37
2021
Q3 		$1.32M Buy
16,140
+7,750
+92% +$637K 0.98% 31
2021
Q2 		$689 Sell
8,390
-1,372
-14% -$113K 0.32% 56
2021
Q1 		$802 Buy
+9,762
New +$806K 0.44% 42

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MBA Advisors's BSV Position: Q2 2025 in Review

MBA Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2025, closing a stake of 2,748 shares — an estimated $215K sold.

MBA Advisors first reported a position in BSV in Q1 2021 and held it in 13 quarters. The position peaked at $1.32M in Q3 2021. 1,228 funds tracked by Wall St. Rank hold BSV as of Q2 2025.

  • MBA Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2025 after selling out during the quarter.
  • MBA Advisors sold 2,748 Vanguard Short-Term Bond ETF shares in Q2 2025, an estimated $215K.
  • MBA Advisors first reported a position in Vanguard Short-Term Bond ETF in Q1 2021 and held it in 13 quarters.
  • MBA Advisors's Vanguard Short-Term Bond ETF position peaked at $1.32M in Q3 2021.
  • 1,228 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2025.

Based on MBA Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.