MAM
BSV icon

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
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
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MMA Asset Management's BSV Position: Q1 2026 in Review

MMA Asset Management held its Vanguard Short-Term Bond ETF (BSV) position steady in Q1 2026 at 30,694 shares worth $2.41M. The position accounts for 0.85% of the portfolio, ranked #32.

MMA Asset Management first reported a position in BSV in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.74M in Q3 2024. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • MMA Asset Management held 30,694 shares of Vanguard Short-Term Bond ETF worth $2.41M as of Q1 2026.
  • MMA Asset Management left its Vanguard Short-Term Bond ETF share count unchanged in Q1 2026.
  • Vanguard Short-Term Bond ETF made up 0.85% of MMA Asset Management's portfolio in Q1 2026, its #32 holding.
  • MMA Asset Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • MMA Asset Management's Vanguard Short-Term Bond ETF position peaked at $4.74M in Q3 2024.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on MMA Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.