UBS AM
BSV icon

UBS AM’s Vanguard Short-Term Bond ETF BSV Stock Holding History

UBS AM’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
2026
Q2 		$1.95K Sell
25
-3,190
-99% -$249K ﹤0.01% 3545
2026
Q1 		$252K Buy
3,215
+2,979
+1,262% +$235K ﹤0.01% 2689
2025
Q4 		$18.6K Buy
+236
New +$18.6K ﹤0.01% 2747
2022
Q3 		– Hold
0
– – – 594
2019
Q4 		– Sell
-41
Closed -$3.31K – 2571
2019
Q3 		$3.31K Buy
+41
New +$3.31K ﹤0.01% 2841

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS AM's BSV Position: Q2 2026 in Review

UBS AM reduced its Vanguard Short-Term Bond ETF (BSV) stake by 99% in Q2 2026, selling an estimated $249K and leaving 25 shares worth $1.95K. The position accounts for ﹤0.01% of the portfolio, ranked #3545.

UBS AM first reported a position in BSV in Q3 2019 and has held it in 4 quarters since. The position peaked at $252K in Q1 2026. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • UBS AM held 25 shares of Vanguard Short-Term Bond ETF worth $1.95K as of Q2 2026.
  • UBS AM sold 3,190 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $249K.
  • Vanguard Short-Term Bond ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3545 holding.
  • UBS AM first reported a position in Vanguard Short-Term Bond ETF in Q3 2019 and has held it in 4 quarters since.
  • UBS AM's Vanguard Short-Term Bond ETF position peaked at $252K in Q1 2026.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.