Almanack Investment Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Almanack Investment Partners’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 Q4	–	Sell	-22,443	Closed	-$1.69M	–	162
2023 Q3	$1.69M	Buy	22,443 +2,846	+15%	+$215K	0.33%	41
2023 Q2	$1.48M	Buy	19,597 +1,789	+10%	+$136K	0.26%	50
2023 Q1	$1.36M	Buy	+17,808	New	+$1.35M	0.27%	47
2022 Q4	–	Sell	-2,190	Closed	-$164K	–	315
2022 Q3	$164K	Buy	+2,190	New	+$167K	0.03%	152

Other funds holding BSV

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

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

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

Almanack Investment Partners's BSV Position: Q4 2023 in Review

Almanack Investment Partners sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2023, closing a stake of 22,443 shares — an estimated $1.69M sold.

Almanack Investment Partners first reported a position in BSV in Q3 2022 and held it in 4 quarters. The position peaked at $1.69M in Q3 2023. 1,205 funds tracked by Wall St. Rank hold BSV as of Q4 2023.

Almanack Investment Partners reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2023 after selling out during the quarter.
Almanack Investment Partners sold 22,443 Vanguard Short-Term Bond ETF shares in Q4 2023, an estimated $1.69M.
Almanack Investment Partners first reported a position in Vanguard Short-Term Bond ETF in Q3 2022 and held it in 4 quarters.
Almanack Investment Partners's Vanguard Short-Term Bond ETF position peaked at $1.69M in Q3 2023.
1,205 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2023.

Based on Almanack Investment Partners's 13F filing for Q4 2023, filed 7 Feb 2024.