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Able Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Able 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
2024
Q1 		– Sell
-5
Closed -$411 – 150
2023
Q4 		$411 Buy
+5
New +$378 ﹤0.01% 562

Other funds holding BSV

Envestnet Asset Management
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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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Able Wealth Management's BSV Position: Q1 2024 in Review

Able Wealth Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2024, closing a stake of 5 shares — an estimated $411 sold.

Able Wealth Management first reported a position in BSV in Q4 2023 and held it in 1 quarter. The position peaked at $411 in Q4 2023. 1,158 funds tracked by Wall St. Rank hold BSV as of Q1 2024.

  • Able Wealth Management reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Able Wealth Management sold 5 Vanguard Short-Term Bond ETF shares in Q1 2024, an estimated $411.
  • Able Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and held it in 1 quarter.
  • Able Wealth Management's Vanguard Short-Term Bond ETF position peaked at $411 in Q4 2023.
  • 1,158 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.