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

MMA 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
2026 Q2	$2.33M	Sell	29,844 -850	-3%	-$66.3K	0.74%	34
2026 Q1	$2.41M	Hold	30,694	–	–	0.85%	32
2025 Q4	$2.42M	Hold	30,694	–	–	0.86%	30
2025 Q3	$2.42M	Hold	30,694	–	–	0.81%	32
2025 Q2	$2.42M	Hold	30,694	–	–	0.93%	25
2025 Q1	$2.4M	Hold	30,694	–	–	1.01%	21
2024 Q4	$2.37M	Sell	30,694 -30,944	-50%	-$2.4M	1.04%	21
2024 Q3	$4.74M	Buy	61,638 +30,944	+101%	+$2.41M	1.26%	20
2024 Q2	$2.35M	Hold	30,694	–	–	1.1%	21
2024 Q1	$2.34M	Sell	30,694 -250	-0.8%	-$19.2K	1.1%	22
2023 Q4	$2.38M	Hold	30,944	–	–	1.26%	24
2023 Q3	$2.33M	Sell	30,944 -92	-0.3%	-$6.93K	1.35%	25
2023 Q2	$2.35M	Buy	31,036 +27,355	+743%	+$2.08M	1.37%	20
2023 Q1	$282K	Buy	3,681 +12	+0.3%	+$909	0.2%	81
2022 Q4	$276K	Buy	3,669 +21	+0.6%	+$1.57K	0.23%	74
2022 Q3	$273K	Buy	3,648 +14	+0.4%	+$1.07K	0.24%	69
2022 Q2	$279K	Buy	3,634 +4	+0.1%	+$308	0.24%	68
2022 Q1	$280K	Buy	3,630 +14	+0.4%	+$1.11K	0.22%	70
2021 Q4	$292K	Buy	3,616 +22	+0.6%	+$1.79K	0.21%	69
2021 Q3	$294K	Buy	3,594 +10	+0.3%	+$822	0.22%	67
2021 Q2	$294K	Buy	3,584 +60	+2%	+$4.94K	0.22%	67
2021 Q1	$290K	Sell	3,524 -3,801	-52%	-$314K	0.25%	61
2020 Q4	$607K	Buy	+7,325	New	+$607K	0.59%	33

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

MMA Asset Management's BSV Position: Q2 2026 in Review

MMA Asset Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 2.8% in Q2 2026, selling an estimated $66.3K and leaving 29,844 shares worth $2.33M. The position accounts for 0.74% of the portfolio, ranked #34.

MMA Asset Management first reported a position in BSV in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.74M in Q3 2024. 1,356 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

MMA Asset Management held 29,844 shares of Vanguard Short-Term Bond ETF worth $2.33M as of Q2 2026.
MMA Asset Management sold 850 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $66.3K.
Vanguard Short-Term Bond ETF made up 0.74% of MMA Asset Management's portfolio in Q2 2026, its #34 holding.
MMA Asset Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and has held it in 23 quarters since.
MMA Asset Management's Vanguard Short-Term Bond ETF position peaked at $4.74M in Q3 2024.
1,356 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on MMA Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.