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Abner Herrman & Brock’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Abner Herrman & Brock’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
Q3 		– Sell
-2,898
Closed -$219K – 94
2023
Q2 		$219K Buy
+2,898
New +$221K 0.03% 93

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Abner Herrman & Brock's BSV Position: Q3 2023 in Review

Abner Herrman & Brock sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2023, closing a stake of 2,898 shares — an estimated $219K sold.

Abner Herrman & Brock first reported a position in BSV in Q2 2023 and held it in 1 quarter. The position peaked at $219K in Q2 2023. 1,127 funds tracked by Wall St. Rank hold BSV as of Q3 2023.

  • Abner Herrman & Brock reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Abner Herrman & Brock sold 2,898 Vanguard Short-Term Bond ETF shares in Q3 2023, an estimated $219K.
  • Abner Herrman & Brock first reported a position in Vanguard Short-Term Bond ETF in Q2 2023 and held it in 1 quarter.
  • Abner Herrman & Brock's Vanguard Short-Term Bond ETF position peaked at $219K in Q2 2023.
  • 1,127 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2023.

Based on Abner Herrman & Brock's 13F filing for Q3 2023, filed 10 Oct 2023.