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Michael A Dubis Financial Planning’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Michael A Dubis Financial Planning’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 		$895K Buy
11,430
+20
+0.2% +$1.55K 0.87% 22
2024
Q4 		$882K Buy
+11,410
New +$886K 0.85% 22

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Michael A Dubis Financial Planning's BSV Position: Q1 2025 in Review

Michael A Dubis Financial Planning increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.18% in Q1 2025, buying an estimated $1.55K and bringing the position to 11,430 shares worth $895K. The position accounts for 0.87% of the portfolio, ranked #22.

Michael A Dubis Financial Planning first reported a position in BSV in Q4 2024 and has held it in 2 quarters since. 1,212 funds tracked by Wall St. Rank hold BSV as of Q1 2025.

  • Michael A Dubis Financial Planning held 11,430 shares of Vanguard Short-Term Bond ETF worth $895K as of Q1 2025.
  • Michael A Dubis Financial Planning bought 20 Vanguard Short-Term Bond ETF shares in Q1 2025, an estimated $1.55K.
  • Vanguard Short-Term Bond ETF made up 0.87% of Michael A Dubis Financial Planning's portfolio in Q1 2025, its #22 holding.
  • Michael A Dubis Financial Planning first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and has held it in 2 quarters since.
  • 1,212 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2025.

Based on Michael A Dubis Financial Planning's 13F filing for Q1 2025, filed 15 Apr 2025.