Carlsbad Wealth Advisory Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Carlsbad Wealth Advisory Group’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	$7.59M	Buy	+100,465	New	+$7.66M	4.89%	7

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carlsbad Wealth Advisory Group's BSV Position: Q2 2023 in Review

Carlsbad Wealth Advisory Group opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q2 2023: 100,465 shares worth $7.59M. The stake represents 4.89% of the portfolio and ranks #7 among its holdings.

1,140 funds tracked by Wall St. Rank hold BSV as of Q2 2023.

Carlsbad Wealth Advisory Group held 100,465 shares of Vanguard Short-Term Bond ETF worth $7.59M as of Q2 2023.
Vanguard Short-Term Bond ETF was a new Carlsbad Wealth Advisory Group position in Q2 2023.
Vanguard Short-Term Bond ETF made up 4.89% of Carlsbad Wealth Advisory Group's portfolio in Q2 2023, its #7 holding.
1,140 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2023.

Based on Carlsbad Wealth Advisory Group's 13F filing for Q2 2023, filed 27 Jul 2023.