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Burkett Financial Services’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Burkett Financial Services’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
-28,313
Closed -$2.17M – 197
2024
Q1 		$2.17M Buy
28,313
+13,293
+89% +$1.02M 1.12% 11
2023
Q4 		$1.16M Buy
+15,020
New +$1.14M 0.64% 14

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Burkett Financial Services's BSV Position: Q2 2024 in Review

Burkett Financial Services sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2024, closing a stake of 28,313 shares — an estimated $2.17M sold.

Burkett Financial Services first reported a position in BSV in Q4 2023 and held it in 2 quarters. The position peaked at $2.17M in Q1 2024. 1,131 funds tracked by Wall St. Rank hold BSV as of Q2 2024.

  • Burkett Financial Services reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Burkett Financial Services sold 28,313 Vanguard Short-Term Bond ETF shares in Q2 2024, an estimated $2.17M.
  • Burkett Financial Services first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and held it in 2 quarters.
  • Burkett Financial Services's Vanguard Short-Term Bond ETF position peaked at $2.17M in Q1 2024.
  • 1,131 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2024.

Based on Burkett Financial Services's 13F filing for Q2 2024, filed 10 Jul 2024.