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

McNamara 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
2026
Q2 		$236K Buy
3,023
+30
+1% +$2.34K 0.04% 100
2026
Q1 		$235K Buy
2,993
+175
+6% +$13.8K 0.04% 97
2025
Q4 		$222K Buy
2,818
+34
+1% +$2.68K 0.04% 93
2025
Q3 		$220K Buy
2,784
+30
+1% +$2.36K 0.04% 92
2025
Q2 		$217K Buy
2,754
+74
+3% +$5.79K 0.04% 91
2025
Q1 		$210K Buy
+2,680
New +$208K 0.05% 85
2024
Q4 		– Sell
-2,906
Closed -$229K – 76
2024
Q3 		$229K Buy
2,906
+231
+9% +$18K 0.05% 82
2024
Q2 		$205K Buy
+2,675
New +$204K 0.04% 75
2024
Q1 		– Sell
-3,125
Closed -$241K – 69
2023
Q4 		$241K Sell
3,125
-24
-0.8% -$1.82K 0.05% 61
2023
Q3 		$237K Sell
3,149
-158
-5% -$11.9K 0.06% 59
2023
Q2 		$249K Buy
3,307
+517
+19% +$39.4K 0.06% 59
2023
Q1 		$213K Buy
2,790
+48
+2% +$3.64K 0.05% 60
2022
Q4 		$206K Buy
2,742
+7
+0.3% +$525 0.05% 62
2022
Q3 		$205K Buy
2,735
+9
+0.3% +$688 0.06% 57
2022
Q2 		$209K Sell
2,726
-643
-19% -$49.5K 0.06% 58
2022
Q1 		$262K Sell
3,369
-942
-22% -$74.8K 0.07% 54
2021
Q4 		$348K Buy
4,311
+81
+2% +$6.59K 0.09% 45
2021
Q3 		$347K Buy
4,230
+316
+8% +$26K 0.1% 43
2021
Q2 		$322K Buy
3,914
+1,025
+35% +$84.3K 0.09% 44
2021
Q1 		$239K Buy
2,889
+449
+18% +$37.1K 0.07% 46
2020
Q4 		$203K Hold
2,440
– – 0.07% 47
2020
Q3 		$203K Buy
+2,440
New +$203K 0.07% 47
2017
Q1 		– Sell
-2,903
Closed -$231K – 35
2016
Q4 		$231K Sell
2,903
-64
-2% -$5.12K 0.13% 30
2016
Q3 		$240K Sell
2,967
-62
-2% -$5.01K 0.13% 28
2016
Q2 		$246K Sell
3,029
-452
-13% -$36.4K 0.14% 26
2016
Q1 		$281K Buy
+3,481
New +$279K 0.17% 26

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

McNamara Financial Services's BSV Position: Q2 2026 in Review

McNamara Financial Services increased its Vanguard Short-Term Bond ETF (BSV) stake by 1% in Q2 2026, buying an estimated $2.34K and bringing the position to 3,023 shares worth $236K. The position accounts for 0.04% of the portfolio, ranked #100.

McNamara Financial Services first reported a position in BSV in Q1 2016 and has held it in 26 quarters since. The position peaked at $348K in Q4 2021. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • McNamara Financial Services held 3,023 shares of Vanguard Short-Term Bond ETF worth $236K as of Q2 2026.
  • McNamara Financial Services bought 30 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $2.34K.
  • Vanguard Short-Term Bond ETF made up 0.04% of McNamara Financial Services's portfolio in Q2 2026, its #100 holding.
  • McNamara Financial Services first reported a position in Vanguard Short-Term Bond ETF in Q1 2016 and has held it in 26 quarters since.
  • McNamara Financial Services's Vanguard Short-Term Bond ETF position peaked at $348K in Q4 2021.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on McNamara Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.