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

Semmax Financial 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
Q2 		$4.27M Sell
54,425
-291
-0.5% -$22.8K 1.1% 32
2025
Q1 		$4.27M Sell
54,716
-1,700
-3% -$132K 1.16% 30
2024
Q4 		$4.36M Buy
56,416
+2,809
+5% +$218K 1.16% 30
2024
Q3 		$4.14M Buy
53,607
+1,648
+3% +$128K 1.14% 34
2024
Q2 		$4.06M Buy
51,959
+1,768
+4% +$135K 1.22% 26
2024
Q1 		$3.83M Buy
50,191
+1,796
+4% +$138K 1.26% 29
2023
Q4 		$3.69M Buy
48,395
+713
+1% +$54K 1.35% 27
2023
Q3 		$3.59M Buy
+47,682
New +$3.59M 1.44% 25
2022
Q4 		$3.77M Sell
49,579
-5,867
-11% -$440K 1.5% 32
2022
Q3 		$4.12M Sell
55,446
-15,736
-22% -$1.2M 1.74% 27
2022
Q2 		$5.47M Buy
71,182
+16,366
+30% +$1.26M 2.23% 11
2022
Q1 		$4.27M Sell
54,816
-8,940
-14% -$710K 1.68% 18
2021
Q4 		$5.15M Sell
63,756
-9,662
-13% -$786K 1.9% 11
2021
Q3 		$6.02M Sell
73,418
-4,533
-6% -$373K 2.08% 11
2021
Q2 		$6.4M Buy
77,951
+7,295
+10% +$600K 2.05% 10
2021
Q1 		$5.81M Buy
70,656
+8,706
+14% +$719K 2.07% 10
2020
Q4 		$5.14M Buy
61,950
+8,311
+15% +$689K 2.12% 10
2020
Q3 		$4.46M Buy
53,639
+6,122
+13% +$509K 2.12% 12
2020
Q2 		$3.95M Buy
47,517
+1,765
+4% +$146K 2.07% 11
2020
Q1 		$3.76M Sell
45,752
-11,215
-20% -$911K 2.38% 8
2019
Q4 		$4.59M Sell
56,967
-531
-0.9% -$42.9K 2.53% 8
2019
Q3 		$4.64M Sell
57,498
-8,393
-13% -$677K 2.78% 8
2019
Q2 		$5.31M Buy
65,891
+4,627
+8% +$369K 3.42% 7
2019
Q1 		$4.88M Sell
61,264
-5,547
-8% -$438K 3.37% 5
2018
Q4 		$5.25M Buy
+66,811
New +$5.21M 4.1% 5

Other funds holding BSV

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Semmax Financial Advisors's BSV Position: Q2 2025 in Review

Semmax Financial Advisors reduced its Vanguard Short-Term Bond ETF (BSV) stake by 0.53% in Q2 2025, selling an estimated $22.8K and leaving 54,425 shares worth $4.27M. The position accounts for 1.1% of the portfolio, ranked #32.

Semmax Financial Advisors first reported a position in BSV in Q4 2018 and has held it in 25 quarters since. The position peaked at $6.4M in Q2 2021. 1,227 funds tracked by Wall St. Rank hold BSV as of Q2 2025.

  • Semmax Financial Advisors held 54,425 shares of Vanguard Short-Term Bond ETF worth $4.27M as of Q2 2025.
  • Semmax Financial Advisors sold 291 Vanguard Short-Term Bond ETF shares in Q2 2025, an estimated $22.8K.
  • Vanguard Short-Term Bond ETF made up 1.1% of Semmax Financial Advisors's portfolio in Q2 2025, its #32 holding.
  • Semmax Financial Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2018 and has held it in 25 quarters since.
  • Semmax Financial Advisors's Vanguard Short-Term Bond ETF position peaked at $6.4M in Q2 2021.
  • 1,227 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.