4WM
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44 Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

44 Wealth 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
2023
Q2 		$220K Hold
2,910
– – 0.08% 161
2023
Q1 		$223K Hold
2,910
– – 0.08% 163
2022
Q4 		$219K Buy
+2,910
New +$218K 0.08% 166

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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

44 Wealth Management's BSV Position: Q2 2023 in Review

44 Wealth Management held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2023 at 2,910 shares worth $220K. The position accounts for 0.08% of the portfolio, ranked #161.

44 Wealth Management first reported a position in BSV in Q4 2022 and has held it in 3 quarters since. The position peaked at $223K in Q1 2023. 1,140 funds tracked by Wall St. Rank hold BSV as of Q2 2023.

  • 44 Wealth Management held 2,910 shares of Vanguard Short-Term Bond ETF worth $220K as of Q2 2023.
  • 44 Wealth Management left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2023.
  • Vanguard Short-Term Bond ETF made up 0.08% of 44 Wealth Management's portfolio in Q2 2023, its #161 holding.
  • 44 Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and has held it in 3 quarters since.
  • 44 Wealth Management's Vanguard Short-Term Bond ETF position peaked at $223K in Q1 2023.
  • 1,140 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2023.

Based on 44 Wealth Management's 13F filing for Q2 2023, filed 18 Jul 2023.