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Strategic Investment Solutions’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Strategic Investment Solutions’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
-264
Closed -$20.4K – 641
2024
Q4 		$20.4K Hold
264
– – 0.01% 302
2024
Q3 		$20.8K Buy
264
+139
+111% +$10.8K 0.01% 282
2024
Q2 		$10.3K Buy
+125
New +$9.54K ﹤0.01% 340
2023
Q4 		$20.3K Sell
264
-16,368
-98% -$1.24M ﹤0.01% 652
2023
Q3 		$1.25M Buy
+16,632
New +$1.25M 0.02% 286
2023
Q2 		– Sell
-125
Closed -$9.56K – 881
2023
Q1 		$9.56K Buy
+125
New +$9.47K ﹤0.01% 662

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Strategic Investment Solutions's BSV Position: Q1 2025 in Review

Strategic Investment Solutions sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2025, closing a stake of 264 shares — an estimated $20.4K sold.

Strategic Investment Solutions first reported a position in BSV in Q1 2023 and held it in 6 quarters. The position peaked at $1.25M in Q3 2023. 1,211 funds tracked by Wall St. Rank hold BSV as of Q1 2025.

  • Strategic Investment Solutions reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Strategic Investment Solutions sold 264 Vanguard Short-Term Bond ETF shares in Q1 2025, an estimated $20.4K.
  • Strategic Investment Solutions first reported a position in Vanguard Short-Term Bond ETF in Q1 2023 and held it in 6 quarters.
  • Strategic Investment Solutions's Vanguard Short-Term Bond ETF position peaked at $1.25M in Q3 2023.
  • 1,211 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2025.

Based on Strategic Investment Solutions's 13F filing for Q1 2025, filed 9 May 2025.