Castleview Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Castleview Partners’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 Q4	–	Sell	-176	Closed	-$13.8K	–	585
2024 Q3	$13.8K	Sell	176 -281	-61%	-$21.9K	0.01%	506
2024 Q2	$35.1K	Sell	457 -1,015	-69%	-$77.4K	0.02%	374
2024 Q1	$113K	Buy	1,472 +1,181	+406%	+$90.6K	0.06%	241
2023 Q4	$22.4K	Sell	291 -1,112	-79%	-$84.2K	0.02%	419
2023 Q3	$105K	Buy	1,403 +1,343	+2,238%	+$101K	0.1%	174
2023 Q2	$4.53K	Hold	60	–	–	﹤0.01%	521
2023 Q1	$4.59K	Hold	60	–	–	﹤0.01%	504
2022 Q4	$4.52K	Hold	60	–	–	﹤0.01%	451
2022 Q3	$4K	Sell	60 -197	-77%	-$15.1K	﹤0.01%	464
2022 Q2	$19.3K	Buy	257 +197	+328%	+$15.2K	0.02%	391
2022 Q1	$4K	Sell	60 -239,762	-100%	-$19M	﹤0.01%	585
2021 Q4	$2.97K	Buy	+239,822	New	+$19.5M	0.02%	229
2021 Q2	$261K	Buy	+3,177	New	+$261K	0.11%	188

Other funds holding BSV

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Castleview Partners's BSV Position: Q4 2024 in Review

Castleview Partners sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2024, closing a stake of 176 shares — an estimated $13.8K sold.

Castleview Partners first reported a position in BSV in Q2 2021 and held it in 13 quarters. The position peaked at $261K in Q2 2021. 1,247 funds tracked by Wall St. Rank hold BSV as of Q4 2024.

Castleview Partners reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2024 after selling out during the quarter.
Castleview Partners sold 176 Vanguard Short-Term Bond ETF shares in Q4 2024, an estimated $13.8K.
Castleview Partners first reported a position in Vanguard Short-Term Bond ETF in Q2 2021 and held it in 13 quarters.
Castleview Partners's Vanguard Short-Term Bond ETF position peaked at $261K in Q2 2021.
1,247 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2024.

Based on Castleview Partners's 13F filing for Q4 2024, filed 21 Jan 2025.