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

Stratos 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
2025
Q2 		– Sell
-5,051
Closed -$395K – 358
2025
Q1 		$395K Buy
+5,051
New +$392K 0.02% 231
2024
Q2 		– Sell
-19,227
Closed -$1.47M – 225
2024
Q1 		$1.47M Sell
19,227
-2,656
-12% -$204K 0.14% 101
2023
Q4 		$1.69M Buy
21,883
+1,234
+6% +$93.4K 0.2% 90
2023
Q3 		$1.55M Buy
20,649
+361
+2% +$27.2K 0.23% 80
2023
Q2 		$1.53M Buy
20,288
+1,943
+11% +$148K 0.24% 81
2023
Q1 		$1.4M Buy
18,345
+4,587
+33% +$348K 0.24% 81
2022
Q4 		$1.04M Sell
13,758
-2,481
-15% -$186K 0.19% 92
2022
Q3 		$1.22M Buy
16,239
+2,385
+17% +$182K 0.25% 81
2022
Q2 		$1.06M Buy
13,854
+1,708
+14% +$132K 0.2% 88
2022
Q1 		$946K Sell
12,146
-150
-1% -$11.9K 0.16% 94
2021
Q4 		$994K Sell
12,296
-7,751
-39% -$630K 0.16% 96
2021
Q3 		$1.64M Buy
20,047
+10,130
+102% +$833K 0.29% 79
2021
Q2 		$815K Buy
9,917
+1,356
+16% +$112K 0.22% 78
2021
Q1 		$704K Buy
8,561
+1,682
+24% +$139K 0.22% 79
2020
Q4 		$570K Buy
6,879
+456
+7% +$37.8K 0.18% 90
2020
Q3 		$533K Buy
6,423
+1,176
+22% +$97.7K 0.19% 88
2020
Q2 		$436K Buy
5,247
+196
+4% +$16.2K 0.18% 84
2020
Q1 		$415K Buy
5,051
+359
+8% +$29.2K 0.22% 76
2019
Q4 		$378K Buy
4,692
+129
+3% +$10.4K 0.18% 86
2019
Q3 		$369K Buy
4,563
+943
+26% +$76.1K 0.21% 67
2019
Q2 		$291K Buy
3,620
+629
+21% +$50.2K 0.18% 67
2019
Q1 		$238K Buy
+2,991
New +$236K 0.19% 66

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

Stratos Investment Management's BSV Position: Q2 2025 in Review

Stratos Investment Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2025, closing a stake of 5,051 shares — an estimated $395K sold.

Stratos Investment Management first reported a position in BSV in Q1 2019 and held it in 22 quarters. The position peaked at $1.69M in Q4 2023. 1,227 funds tracked by Wall St. Rank hold BSV as of Q2 2025.

  • Stratos Investment Management reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Stratos Investment Management sold 5,051 Vanguard Short-Term Bond ETF shares in Q2 2025, an estimated $395K.
  • Stratos Investment Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2019 and held it in 22 quarters.
  • Stratos Investment Management's Vanguard Short-Term Bond ETF position peaked at $1.69M in Q4 2023.
  • 1,227 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2025.

Based on Stratos Investment Management's 13F filing for Q2 2025, filed 29 Jul 2025.