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Redwood Investment Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Redwood 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
2026
Q1 		$498K Sell
6,351
-574
-8% -$45.2K 0.06% 232
2025
Q4 		$546K Sell
6,925
-785
-10% -$61.9K 0.06% 259
2025
Q3 		$608K Sell
7,710
-1,013
-12% -$79.7K 0.07% 237
2025
Q2 		$687K Buy
8,723
+619
+8% +$48.4K 0.07% 233
2025
Q1 		$634K Sell
8,104
-917
-10% -$71.2K 0.07% 232
2024
Q4 		$697K Sell
9,021
-298
-3% -$23.1K 0.07% 244
2024
Q3 		$733K Buy
9,319
+69
+0.7% +$5.38K 0.07% 246
2024
Q2 		$709K Sell
9,250
-1,231
-12% -$93.9K 0.06% 253
2024
Q1 		$804K Sell
10,481
-1,599
-13% -$123K 0.08% 245
2023
Q4 		$930K Buy
12,080
+598
+5% +$45.3K 0.09% 233
2023
Q3 		$863K Buy
+11,482
New +$866K 0.08% 235

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 $424B AUM 22.96% 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

Redwood Investment Management's BSV Position: Q1 2026 in Review

Redwood Investment Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 8.3% in Q1 2026, selling an estimated $45.2K and leaving 6,351 shares worth $498K. The position accounts for 0.06% of the portfolio, ranked #232.

Redwood Investment Management first reported a position in BSV in Q3 2023 and has held it in 11 quarters since. The position peaked at $930K in Q4 2023. 1,337 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Redwood Investment Management held 6,351 shares of Vanguard Short-Term Bond ETF worth $498K as of Q1 2026.
  • Redwood Investment Management sold 574 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $45.2K.
  • Vanguard Short-Term Bond ETF made up 0.06% of Redwood Investment Management's portfolio in Q1 2026, its #232 holding.
  • Redwood Investment Management first reported a position in Vanguard Short-Term Bond ETF in Q3 2023 and has held it in 11 quarters since.
  • Redwood Investment Management's Vanguard Short-Term Bond ETF position peaked at $930K in Q4 2023.
  • 1,337 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Redwood Investment Management's 13F filing for Q1 2026, filed 14 May 2026.