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Optima Capital’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Optima Capital’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 		– Sell
-1,277
Closed -$101K – 306
2025
Q4 		$101K Buy
+1,277
New +$101K 0.04% 220
2025
Q3 		– Sell
-2,711
Closed -$213K – 160
2025
Q2 		$213K Sell
2,711
-425
-14% -$33.2K 0.11% 148
2025
Q1 		$245K Sell
3,136
-7,171
-70% -$557K 0.16% 122
2024
Q4 		$796K Buy
+10,307
New +$800K 0.55% 60

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

Optima Capital's BSV Position: Q1 2026 in Review

Optima Capital sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2026, closing a stake of 1,277 shares — an estimated $101K sold.

Optima Capital first reported a position in BSV in Q4 2024 and held it in 4 quarters. The position peaked at $796K in Q4 2024. 1,333 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Optima Capital reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 1,277 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $101K.
  • Optima Capital first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and held it in 4 quarters.
  • Optima Capital's Vanguard Short-Term Bond ETF position peaked at $796K in Q4 2024.
  • 1,333 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.