BMMM
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Boston Mountain Money Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Boston Mountain Money Management’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 		$7.95M Buy
100,992
+81,371
+415% +$6.34M 4.61% 8
2024
Q2 		$1.5M Buy
+19,621
New +$1.5M 0.99% 21

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Boston Mountain Money Management's BSV Position: Q3 2024 in Review

Boston Mountain Money Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 415% in Q3 2024, buying an estimated $6.34M and bringing the position to 100,992 shares worth $7.95M. The position accounts for 4.61% of the portfolio, ranked #8.

Boston Mountain Money Management first reported a position in BSV in Q2 2024 and has held it in 2 quarters since. 1,143 funds tracked by Wall St. Rank hold BSV as of Q3 2024.

  • Boston Mountain Money Management held 100,992 shares of Vanguard Short-Term Bond ETF worth $7.95M as of Q3 2024.
  • Boston Mountain Money Management bought 81,371 Vanguard Short-Term Bond ETF shares in Q3 2024, an estimated $6.34M.
  • Vanguard Short-Term Bond ETF made up 4.61% of Boston Mountain Money Management's portfolio in Q3 2024, its #8 holding.
  • Boston Mountain Money Management first reported a position in Vanguard Short-Term Bond ETF in Q2 2024 and has held it in 2 quarters since.
  • 1,143 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2024.

Based on Boston Mountain Money Management's 13F filing for Q3 2024, filed 11 Oct 2024.