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

CarsonAllaria 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
2023
Q3 		– Sell
-420
Closed -$31.8K – 370
2023
Q2 		$31.8K Buy
420
+2
+0.5% +$152 0.03% 140
2023
Q1 		$32K Buy
+418
New +$31.7K 0.03% 138

Other funds holding BSV

Envestnet Asset Management
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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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CarsonAllaria Wealth Management's BSV Position: Q3 2023 in Review

CarsonAllaria Wealth Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2023, closing a stake of 420 shares — an estimated $31.8K sold.

CarsonAllaria Wealth Management first reported a position in BSV in Q1 2023 and held it in 2 quarters. The position peaked at $32K in Q1 2023. 1,127 funds tracked by Wall St. Rank hold BSV as of Q3 2023.

  • CarsonAllaria Wealth Management reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2023 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 420 Vanguard Short-Term Bond ETF shares in Q3 2023, an estimated $31.8K.
  • CarsonAllaria Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2023 and held it in 2 quarters.
  • CarsonAllaria Wealth Management's Vanguard Short-Term Bond ETF position peaked at $32K in Q1 2023.
  • 1,127 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2023.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2023, filed 9 Nov 2023.