AF
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Apollon Financial’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Apollon Financial’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
Q2 		– Sell
-4,089
Closed -$314K – 145
2024
Q1 		$314K Sell
4,089
-3,565
-47% -$273K 0.11% 117
2023
Q4 		$590K Buy
+7,654
New +$579K 0.23% 77

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
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
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Apollon Financial's BSV Position: Q2 2024 in Review

Apollon Financial sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2024, closing a stake of 4,089 shares — an estimated $314K sold.

Apollon Financial first reported a position in BSV in Q4 2023 and held it in 2 quarters. The position peaked at $590K in Q4 2023. 1,131 funds tracked by Wall St. Rank hold BSV as of Q2 2024.

  • Apollon Financial reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Apollon Financial sold 4,089 Vanguard Short-Term Bond ETF shares in Q2 2024, an estimated $314K.
  • Apollon Financial first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and held it in 2 quarters.
  • Apollon Financial's Vanguard Short-Term Bond ETF position peaked at $590K in Q4 2023.
  • 1,131 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2024.

Based on Apollon Financial's 13F filing for Q2 2024, filed 19 Jul 2024.