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BCM Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

BCM Advisors’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
Q3 		– Sell
-3,350
Closed -$260K – 68
2024
Q2 		$260K Buy
+3,350
New +$256K 0.06% 62
2021
Q1 		– Sell
-3,579
Closed -$297K – 52
2020
Q4 		$297K Buy
+3,579
New +$297K 0.1% 50

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BCM Advisors's BSV Position: Q3 2024 in Review

BCM Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2024, closing a stake of 3,350 shares — an estimated $260K sold.

BCM Advisors first reported a position in BSV in Q4 2020 and held it in 2 quarters. The position peaked at $297K in Q4 2020. 1,144 funds tracked by Wall St. Rank hold BSV as of Q3 2024.

  • BCM Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2024 after selling out during the quarter.
  • BCM Advisors sold 3,350 Vanguard Short-Term Bond ETF shares in Q3 2024, an estimated $260K.
  • BCM Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and held it in 2 quarters.
  • BCM Advisors's Vanguard Short-Term Bond ETF position peaked at $297K in Q4 2020.
  • 1,144 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2024.

Based on BCM Advisors's 13F filing for Q3 2024, filed 6 Nov 2024.