New York Life Investment Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

New York Life Investment 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
2025 Q1	–	Sell	-10,951	Closed	-$846K	–	822
2024 Q4	$846K	Buy	10,951 +913	+9%	+$70.9K	0.01%	697
2024 Q3	$790K	Buy	10,038 +311	+3%	+$24.2K	0.01%	740
2024 Q2	$746K	Sell	9,727 -56,012	-85%	-$4.27M	0.01%	746
2024 Q1	$5.04M	Sell	65,739 -21,049	-24%	-$1.61M	0.05%	336
2023 Q4	$6.68M	Buy	86,788 +19,336	+29%	+$1.46M	0.07%	249
2023 Q3	$5.07M	Buy	67,452 +2,479	+4%	+$187K	0.05%	305
2023 Q2	$4.91M	Buy	+64,973	New	+$4.95M	0.05%	314
2021 Q4	–	Sell	-10,046	Closed	-$823K	–	47
2021 Q3	$823K	Buy	+10,046	New	+$826K	0.05%	35

Other funds holding BSV

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

New York Life Investment Management's BSV Position: Q1 2025 in Review

New York Life Investment Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2025, closing a stake of 10,951 shares — an estimated $846K sold.

New York Life Investment Management first reported a position in BSV in Q3 2021 and held it in 8 quarters. The position peaked at $6.68M in Q4 2023. 1,212 funds tracked by Wall St. Rank hold BSV as of Q1 2025.

New York Life Investment Management reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2025 after selling out during the quarter.
New York Life Investment Management sold 10,951 Vanguard Short-Term Bond ETF shares in Q1 2025, an estimated $846K.
New York Life Investment Management first reported a position in Vanguard Short-Term Bond ETF in Q3 2021 and held it in 8 quarters.
New York Life Investment Management's Vanguard Short-Term Bond ETF position peaked at $6.68M in Q4 2023.
1,212 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2025.

Based on New York Life Investment Management's 13F filing for Q1 2025, filed 8 May 2025.