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McCarthy Asset Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

McCarthy Asset Management’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
2024
Q4 		– Sell
-6,947
Closed -$547K – 28
2024
Q3 		$547K Buy
6,947
+59
+0.9% +$4.6K 0.34% 21
2024
Q2 		$528K Buy
6,888
+120
+2% +$9.15K 0.31% 28
2024
Q1 		$519K Buy
6,768
+33
+0.5% +$2.53K 0.32% 26
2023
Q4 		$519K Sell
6,735
-271
-4% -$20.5K 0.33% 22
2023
Q3 		$527K Sell
7,006
-3,861
-36% -$291K 0.39% 20
2023
Q2 		$821K Buy
10,867
+31
+0.3% +$2.36K 0.56% 21
2023
Q1 		$829K Sell
10,836
-39
-0.4% -$2.96K 0.56% 21
2022
Q4 		$819K Buy
10,875
+48
+0.4% +$3.6K 0.57% 19
2022
Q3 		$810K Buy
10,827
+143
+1% +$10.9K 0.63% 21
2022
Q2 		$820K Sell
10,684
-565
-5% -$43.5K 0.67% 20
2022
Q1 		$876K Sell
11,249
-350
-3% -$27.8K 0.61% 20
2021
Q4 		$938K Buy
11,599
+171
+1% +$13.9K 0.65% 19
2021
Q3 		$936K Sell
11,428
-1,188
-9% -$97.6K 0.7% 19
2021
Q2 		$1.04M Sell
12,616
-3,535
-22% -$291K 0.74% 17
2021
Q1 		$1.33M Sell
16,151
-868
-5% -$71.7K 1.04% 15
2020
Q4 		$1.41M Buy
+17,019
New +$1.41M 1.17% 13

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 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

McCarthy Asset Management's BSV Position: Q4 2024 in Review

McCarthy Asset Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2024, closing a stake of 6,947 shares — an estimated $547K sold.

McCarthy Asset Management first reported a position in BSV in Q4 2020 and held it in 16 quarters. The position peaked at $1.41M in Q4 2020. 1,247 funds tracked by Wall St. Rank hold BSV as of Q4 2024.

  • McCarthy Asset Management reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2024 after selling out during the quarter.
  • McCarthy Asset Management sold 6,947 Vanguard Short-Term Bond ETF shares in Q4 2024, an estimated $547K.
  • McCarthy Asset Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and held it in 16 quarters.
  • McCarthy Asset Management's Vanguard Short-Term Bond ETF position peaked at $1.41M in Q4 2020.
  • 1,247 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2024.

Based on McCarthy Asset Management's 13F filing for Q4 2024, filed 18 Feb 2025.