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MYCIO Wealth Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

MYCIO Wealth Partners’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
Q2 		– Sell
-16,780
Closed -$1.31M – 49
2025
Q1 		$1.31M Buy
+16,780
New +$1.3M 0.31% 23
2020
Q1 		– Sell
-12,716
Closed -$1.02M – 75
2019
Q4 		$1.02M Hold
12,716
– – 0.07% 129
2019
Q3 		$1.03M Buy
12,716
+606
+5% +$48.9K 0.08% 113
2019
Q2 		$975K Buy
12,110
+350
+3% +$27.9K 0.08% 110
2019
Q1 		$936K Buy
11,760
+700
+6% +$55.2K 0.08% 109
2018
Q4 		$869K Buy
11,060
+850
+8% +$66.3K 0.08% 114
2018
Q3 		$797K Buy
10,210
+658
+7% +$51.4K 0.08% 113
2018
Q2 		$747K Sell
9,552
-1,379
-13% -$108K 0.08% 117
2018
Q1 		$857K Buy
10,931
+10
+0.1% +$786 0.1% 89
2017
Q4 		$864K Sell
10,921
-1,111
-9% -$88.3K 0.09% 90
2017
Q3 		$960K Sell
12,032
-2,115
-15% -$169K 0.11% 84
2017
Q2 		$1.13M Buy
14,147
+2,401
+20% +$192K 0.13% 71
2017
Q1 		$936K Sell
11,746
-2,570
-18% -$205K 0.11% 83
2016
Q4 		$1.14M Buy
14,316
+807
+6% +$64.6K 0.15% 64
2016
Q3 		$1.09M Buy
13,509
+531
+4% +$42.9K 0.18% 52
2016
Q2 		$1.05M Buy
12,978
+3,451
+36% +$278K 0.18% 54
2016
Q1 		$768K Buy
9,527
+3,839
+67% +$308K 0.14% 70
2015
Q4 		$453K Buy
5,688
+20
+0.4% +$1.6K 0.08% 96
2015
Q3 		$456K Buy
5,668
+12
+0.2% +$962 0.09% 85
2015
Q2 		$454K Buy
5,656
+13
+0.2% +$1.04K 0.09% 90
2015
Q1 		$454K Buy
5,643
+8
+0.1% +$642 0.09% 88
2014
Q4 		$451K Buy
5,635
+20
+0.4% +$1.6K 0.1% 88
2014
Q3 		$450K Buy
5,615
+11
+0.2% +$882 0.11% 80
2014
Q2 		$450K Buy
5,604
+12
+0.2% +$963 0.1% 80
2014
Q1 		$448K Sell
5,592
-1,796
-24% -$144K 0.11% 79
2013
Q4 		$590K Buy
7,388
+2,446
+49% +$197K 0.15% 69
2013
Q3 		$397K Buy
4,942
+9
+0.2% +$721 0.11% 86
2013
Q2 		$395K Buy
+4,933
New +$398K 0.11% 83

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MYCIO Wealth Partners's BSV Position: Q2 2025 in Review

MYCIO Wealth Partners sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2025, closing a stake of 16,780 shares — an estimated $1.31M sold.

MYCIO Wealth Partners first reported a position in BSV in Q2 2013 and held it in 28 quarters. The position peaked at $1.31M in Q1 2025. 1,230 funds tracked by Wall St. Rank hold BSV as of Q2 2025.

  • MYCIO Wealth Partners reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2025 after selling out during the quarter.
  • MYCIO Wealth Partners sold 16,780 Vanguard Short-Term Bond ETF shares in Q2 2025, an estimated $1.31M.
  • MYCIO Wealth Partners first reported a position in Vanguard Short-Term Bond ETF in Q2 2013 and held it in 28 quarters.
  • MYCIO Wealth Partners's Vanguard Short-Term Bond ETF position peaked at $1.31M in Q1 2025.
  • 1,230 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2025.

Based on MYCIO Wealth Partners's 13F filing for Q2 2025, filed 31 Jul 2025.