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CBIZ Investment Advisory Services’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

CBIZ Investment Advisory Services’s Portfolio VGSH Stock Details VGSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-886,837
Closed -$51.3M – 36
2022
Q4 		$51.3M Buy
+886,837
New +$51.2M 19.95% 2

Other funds holding VGSH

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CBIZ Investment Advisory Services's VGSH Position: Q1 2023 in Review

CBIZ Investment Advisory Services sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q1 2023, closing a stake of 886,837 shares — an estimated $51.3M sold.

CBIZ Investment Advisory Services first reported a position in VGSH in Q4 2022 and held it in 1 quarter. The position peaked at $51.3M in Q4 2022. 763 funds tracked by Wall St. Rank hold VGSH as of Q1 2023.

  • CBIZ Investment Advisory Services reported no remaining Vanguard Short-Term Treasury ETF position as of Q1 2023 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 886,837 Vanguard Short-Term Treasury ETF shares in Q1 2023, an estimated $51.3M.
  • CBIZ Investment Advisory Services first reported a position in Vanguard Short-Term Treasury ETF in Q4 2022 and held it in 1 quarter.
  • CBIZ Investment Advisory Services's Vanguard Short-Term Treasury ETF position peaked at $51.3M in Q4 2022.
  • 763 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2023.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2023, filed 9 May 2023.