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Balboa Wealth Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Balboa Wealth 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
Q1 		– Sell
-5,025
Closed -$378K – 303
2022
Q4 		$378K Buy
5,025
+7
+0.1% +$525 0.17% 132
2022
Q3 		$375K Buy
+5,018
New +$383K 0.16% 112

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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 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
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
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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Balboa Wealth Partners's BSV Position: Q1 2023 in Review

Balboa Wealth Partners sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2023, closing a stake of 5,025 shares — an estimated $378K sold.

Balboa Wealth Partners first reported a position in BSV in Q3 2022 and held it in 2 quarters. The position peaked at $378K in Q4 2022. 1,135 funds tracked by Wall St. Rank hold BSV as of Q1 2023.

  • Balboa Wealth Partners reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Balboa Wealth Partners sold 5,025 Vanguard Short-Term Bond ETF shares in Q1 2023, an estimated $378K.
  • Balboa Wealth Partners first reported a position in Vanguard Short-Term Bond ETF in Q3 2022 and held it in 2 quarters.
  • Balboa Wealth Partners's Vanguard Short-Term Bond ETF position peaked at $378K in Q4 2022.
  • 1,135 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2023.

Based on Balboa Wealth Partners's 13F filing for Q1 2023, filed 12 May 2023.