BFG
Bleakley Financial Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.2M | Sell |
104,212
-1,920
| -2% | -$151K | 0.21% | 92 |
|
|
2025
Q1 | $8.31M | Buy |
106,132
+11,441
| +12% | +$896K | 0.27% | 70 |
|
|
2024
Q4 | $7.32M | Buy |
94,691
+14,162
| +18% | +$1.09M | 0.22% | 73 |
|
|
2024
Q3 | $6.34M | Sell |
80,529
-5,934
| -7% | -$467K | 0.19% | 92 |
|
|
2024
Q2 | $6.63M | Buy |
86,463
+4,425
| +5% | +$339K | 0.19% | 103 |
|
|
2024
Q1 | $6.29M | Buy |
82,038
+2,988
| +4% | +$229K | 0.18% | 108 |
|
|
2023
Q4 | $6.09M | Sell |
79,050
-62,105
| -44% | -$4.78M | 0.19% | 99 |
|
|
2023
Q3 | $10.6M | Sell |
141,155
-213,024
| -60% | -$16M | 0.37% | 53 |
|
|
2023
Q2 | $26.8M | Sell |
354,179
-86,401
| -20% | -$6.53M | 0.84% | 19 |
|
|
2023
Q1 | $33.7M | Buy |
440,580
+29,249
| +7% | +$2.24M | 1.13% | 14 |
|
|
2022
Q4 | $31M | Buy |
+411,331
| New | +$31M | 1.11% | 15 |
|