Tucker Asset Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Tucker Asset 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 Q3	–	Sell	-834	Closed	-$65.6K	–	315
2025 Q2	$65.6K	Buy	834 +359	+76%	+$28.1K	0.02%	156
2025 Q1	$37.2K	Sell	475 -1,913	-80%	-$148K	0.01%	179
2024 Q4	$185K	Buy	2,388 +1,806	+310%	+$140K	0.02%	154
2024 Q3	$45.8K	Buy	582 +78	+15%	+$6.08K	0.01%	350
2024 Q2	$38.7K	Sell	504 -56	-10%	-$4.27K	0.01%	455
2024 Q1	$42.9K	Sell	560 -232	-29%	-$17.8K	0.01%	480
2023 Q4	$61K	Buy	792 +707	+832%	+$53.5K	0.02%	308
2023 Q3	$6.39K	Buy	+85	New	+$6.41K	﹤0.01%	771
2022 Q3	–	Sell	-48	Closed	-$3.69K	–	875
2022 Q2	$3.69K	Sell	48 -180	-79%	-$13.9K	﹤0.01%	377
2022 Q1	$17.8K	Buy	+228	New	+$18.1K	0.01%	163

Other funds holding BSV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Tucker Asset Management's BSV Position: Q3 2025 in Review

Tucker Asset Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2025, closing a stake of 834 shares — an estimated $65.6K sold.

Tucker Asset Management first reported a position in BSV in Q1 2022 and held it in 10 quarters. The position peaked at $185K in Q4 2024. 1,212 funds tracked by Wall St. Rank hold BSV as of Q3 2025.

Tucker Asset Management reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2025 after selling out during the quarter.
Tucker Asset Management sold 834 Vanguard Short-Term Bond ETF shares in Q3 2025, an estimated $65.6K.
Tucker Asset Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2022 and held it in 10 quarters.
Tucker Asset Management's Vanguard Short-Term Bond ETF position peaked at $185K in Q4 2024.
1,212 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2025.

Based on Tucker Asset Management's 13F filing for Q3 2025, filed 6 Jan 2026.