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Mullaney, Keating & Wright’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Mullaney, Keating & Wright’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 		$426K Sell
5,474
-111
-2% -$8.66K 0.21% 51
2026
Q1 		$438K Buy
5,585
+293
+6% +$23.1K 0.24% 45
2025
Q4 		$417K Buy
+5,292
New +$418K 0.22% 46

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

Mullaney, Keating & Wright's BSV Position: Q2 2026 in Review

Mullaney, Keating & Wright reduced its Vanguard Short-Term Bond ETF (BSV) stake by 2% in Q2 2026, selling an estimated $8.66K and leaving 5,474 shares worth $426K. The position accounts for 0.21% of the portfolio, ranked #51.

Mullaney, Keating & Wright first reported a position in BSV in Q4 2025 and has held it in 3 quarters since. The position peaked at $438K in Q1 2026. 1,353 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Mullaney, Keating & Wright held 5,474 shares of Vanguard Short-Term Bond ETF worth $426K as of Q2 2026.
  • Mullaney, Keating & Wright sold 111 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $8.66K.
  • Vanguard Short-Term Bond ETF made up 0.21% of Mullaney, Keating & Wright's portfolio in Q2 2026, its #51 holding.
  • Mullaney, Keating & Wright first reported a position in Vanguard Short-Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Mullaney, Keating & Wright's Vanguard Short-Term Bond ETF position peaked at $438K in Q1 2026.
  • 1,353 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Mullaney, Keating & Wright's 13F filing for Q2 2026, filed 14 Jul 2026.