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Carmichael Hill & Associates’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Carmichael Hill & Associates’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 		$590K Buy
7,495
+843
+13% +$65.7K 0.21% 87
2024
Q2 		$510K Buy
6,652
+147
+2% +$11.2K 0.2% 88
2024
Q1 		$499K Buy
6,505
+830
+15% +$63.7K 0.2% 93
2023
Q4 		$437K Buy
5,675
+685
+14% +$51.9K 0.18% 100
2023
Q3 		$375K Buy
4,990
+755
+18% +$56.9K 0.17% 102
2023
Q2 		$320K Sell
4,235
-917
-18% -$69.9K 0.14% 122
2023
Q1 		$394K Buy
5,152
+34
+0.7% +$2.58K 0.19% 101
2022
Q4 		$385K Sell
5,118
-1,462
-22% -$110K 0.2% 100
2022
Q3 		$492K Sell
6,580
-135
-2% -$10.3K 0.26% 79
2022
Q2 		$516K Buy
6,715
+951
+16% +$73.3K 0.27% 81
2022
Q1 		$449K Buy
5,764
+649
+13% +$51.5K 0.21% 95
2021
Q4 		$413K Buy
5,115
+575
+13% +$46.8K 0.19% 114
2021
Q3 		$372K Buy
4,540
+91
+2% +$7.48K 0.18% 113
2021
Q2 		$366K Buy
4,449
+911
+26% +$74.9K 0.19% 107
2021
Q1 		$291K Buy
3,538
+711
+25% +$58.7K 0.16% 118
2020
Q4 		$234K Buy
2,827
+171
+6% +$14.2K 0.14% 135
2020
Q3 		$221K Buy
2,656
+726
+38% +$60.3K 0.15% 128
2020
Q2 		$160K Buy
1,930
+229
+13% +$18.9K 0.12% 146
2020
Q1 		$140K Buy
1,701
+486
+40% +$39.5K 0.12% 133
2019
Q4 		$98K Buy
+1,215
New +$98.1K 0.07% 204

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

Carmichael Hill & Associates's BSV Position: Q3 2024 in Review

Carmichael Hill & Associates increased its Vanguard Short-Term Bond ETF (BSV) stake by 13% in Q3 2024, buying an estimated $65.7K and bringing the position to 7,495 shares worth $590K. The position accounts for 0.21% of the portfolio, ranked #87.

Carmichael Hill & Associates first reported a position in BSV in Q4 2019 and has held it in 20 quarters since. 1,143 funds tracked by Wall St. Rank hold BSV as of Q3 2024.

  • Carmichael Hill & Associates held 7,495 shares of Vanguard Short-Term Bond ETF worth $590K as of Q3 2024.
  • Carmichael Hill & Associates bought 843 Vanguard Short-Term Bond ETF shares in Q3 2024, an estimated $65.7K.
  • Vanguard Short-Term Bond ETF made up 0.21% of Carmichael Hill & Associates's portfolio in Q3 2024, its #87 holding.
  • Carmichael Hill & Associates first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and has held it in 20 quarters since.
  • 1,143 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.