Arkfeld Wealth Strategies’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Arkfeld Wealth Strategies’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	–	Sell	-3,228	Closed	-$247K	–	73
2023 Q1	$247K	Sell	3,228 -2,067	-39%	-$157K	0.18%	62
2022 Q4	$402K	Buy	5,295 +7	+0.1%	+$525	0.26%	49
2022 Q3	$393K	Buy	5,288 +18	+0.3%	+$1.38K	0.27%	50
2022 Q2	$404K	Sell	5,270 -583	-10%	-$44.9K	0.26%	50
2022 Q1	$454K	Buy	5,853 +16	+0.3%	+$1.27K	0.29%	48
2021 Q4	$470K	Buy	5,837 +28	+0.5%	+$2.28K	0.28%	49
2021 Q3	$475K	Buy	5,809 +13	+0.2%	+$1.07K	0.29%	51
2021 Q2	$476K	Buy	5,796 +16	+0.3%	+$1.32K	0.29%	46
2021 Q1	$475K	Buy	5,780 +17	+0.3%	+$1.4K	0.3%	47
2020 Q4	$477K	Buy	5,763 +25	+0.4%	+$2.07K	0.37%	45
2020 Q3	$476K	Buy	5,738 +22	+0.4%	+$1.83K	0.45%	42
2020 Q2	$475K	Sell	5,716 -2,989	-34%	-$247K	0.53%	36
2020 Q1	$715K	Sell	8,705 -5,125	-37%	-$416K	0.96%	26
2019 Q4	$1.12M	Buy	+13,830	New	+$1.12M	1.27%	21

Other funds holding BSV

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

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Arkfeld Wealth Strategies's BSV Position: Q2 2023 in Review

Arkfeld Wealth Strategies sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2023, closing a stake of 3,228 shares — an estimated $247K sold.

Arkfeld Wealth Strategies first reported a position in BSV in Q4 2019 and held it in 14 quarters. The position peaked at $1.12M in Q4 2019. 1,140 funds tracked by Wall St. Rank hold BSV as of Q2 2023.

Arkfeld Wealth Strategies reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2023 after selling out during the quarter.
Arkfeld Wealth Strategies sold 3,228 Vanguard Short-Term Bond ETF shares in Q2 2023, an estimated $247K.
Arkfeld Wealth Strategies first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and held it in 14 quarters.
Arkfeld Wealth Strategies's Vanguard Short-Term Bond ETF position peaked at $1.12M in Q4 2019.
1,140 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2023.

Based on Arkfeld Wealth Strategies's 13F filing for Q2 2023, filed 24 Jul 2023.