CW
BSV icon

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

CIC Wealth’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 		– Sell
-2,714
Closed -$208K – 163
2023
Q1 		$208K Sell
2,714
-1,381
-34% -$105K 0.08% 149
2022
Q4 		$308K Buy
+4,095
New +$307K 0.13% 114

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CIC Wealth's BSV Position: Q2 2023 in Review

CIC Wealth sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2023, closing a stake of 2,714 shares — an estimated $208K sold.

CIC Wealth first reported a position in BSV in Q4 2022 and held it in 2 quarters. The position peaked at $308K in Q4 2022. 1,140 funds tracked by Wall St. Rank hold BSV as of Q2 2023.

  • CIC Wealth reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2023 after selling out during the quarter.
  • CIC Wealth sold 2,714 Vanguard Short-Term Bond ETF shares in Q2 2023, an estimated $208K.
  • CIC Wealth first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and held it in 2 quarters.
  • CIC Wealth's Vanguard Short-Term Bond ETF position peaked at $308K in Q4 2022.
  • 1,140 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2023.

Based on CIC Wealth's 13F filing for Q2 2023, filed 19 Jul 2023.