BFA
BSV icon

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

BMS Financial 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
2023
Q2 		$4.2M Sell
55,612
-86,105
-61% -$6.56M 2.74% 7
2023
Q1 		$10.8M Buy
+141,717
New +$10.7M 7.49% 2
2022
Q4 		– Sell
-203,184
Closed -$15.2M – 95
2022
Q3 		$15.2M Buy
+203,184
New +$15.5M 10.66% 2

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BMS Financial Advisors's BSV Position: Q2 2023 in Review

BMS Financial Advisors reduced its Vanguard Short-Term Bond ETF (BSV) stake by 61% in Q2 2023, selling an estimated $6.56M and leaving 55,612 shares worth $4.2M. The position accounts for 2.74% of the portfolio, ranked #7.

BMS Financial Advisors first reported a position in BSV in Q3 2022 and has held it in 3 quarters since. The position peaked at $15.2M in Q3 2022. 1,140 funds tracked by Wall St. Rank hold BSV as of Q2 2023.

  • BMS Financial Advisors held 55,612 shares of Vanguard Short-Term Bond ETF worth $4.2M as of Q2 2023.
  • BMS Financial Advisors sold 86,105 Vanguard Short-Term Bond ETF shares in Q2 2023, an estimated $6.56M.
  • Vanguard Short-Term Bond ETF made up 2.74% of BMS Financial Advisors's portfolio in Q2 2023, its #7 holding.
  • BMS Financial Advisors first reported a position in Vanguard Short-Term Bond ETF in Q3 2022 and has held it in 3 quarters since.
  • BMS Financial Advisors's Vanguard Short-Term Bond ETF position peaked at $15.2M in Q3 2022.
  • 1,140 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2023.

Based on BMS Financial Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.