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Bullock Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Bullock Wealth 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
Q2 		– Sell
-64
Closed -$4.87K – 573
2024
Q1 		$4.87K Buy
+64
New +$4.91K ﹤0.01% 421

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Bullock Wealth Management's BSV Position: Q2 2024 in Review

Bullock Wealth Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2024, closing a stake of 64 shares — an estimated $4.87K sold.

Bullock Wealth Management first reported a position in BSV in Q1 2024 and held it in 1 quarter. The position peaked at $4.87K in Q1 2024. 1,133 funds tracked by Wall St. Rank hold BSV as of Q2 2024.

  • Bullock Wealth Management reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Bullock Wealth Management sold 64 Vanguard Short-Term Bond ETF shares in Q2 2024, an estimated $4.87K.
  • Bullock Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2024 and held it in 1 quarter.
  • Bullock Wealth Management's Vanguard Short-Term Bond ETF position peaked at $4.87K in Q1 2024.
  • 1,133 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2024.

Based on Bullock Wealth Management's 13F filing for Q2 2024, filed 24 Sep 2026.