RA
BSV icon

Rise Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Rise Advisors’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
Q3 		– Sell
-45
Closed -$3.54K – 1537
2025
Q2 		$3.54K Buy
+45
New +$3.52K ﹤0.01% 1169
2023
Q4 		– Sell
-79
Closed -$5.9K – 626
2023
Q3 		$5.9K Sell
79
-57
-42% -$4.3K ﹤0.01% 362
2023
Q2 		$10.3K Buy
136
+1
+0.7% +$76 0.01% 336
2023
Q1 		$10.3K Sell
135
-219
-62% -$16.6K 0.01% 357
2022
Q4 		$26.7K Buy
+354
New +$26.6K 0.02% 214

Other funds holding BSV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rise Advisors's BSV Position: Q3 2025 in Review

Rise Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2025, closing a stake of 45 shares — an estimated $3.54K sold.

Rise Advisors first reported a position in BSV in Q4 2022 and held it in 5 quarters. The position peaked at $26.7K in Q4 2022. 1,212 funds tracked by Wall St. Rank hold BSV as of Q3 2025.

  • Rise Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Rise Advisors sold 45 Vanguard Short-Term Bond ETF shares in Q3 2025, an estimated $3.54K.
  • Rise Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and held it in 5 quarters.
  • Rise Advisors's Vanguard Short-Term Bond ETF position peaked at $26.7K in Q4 2022.
  • 1,212 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2025.

Based on Rise Advisors's 13F filing for Q3 2025, filed 8 Oct 2025.