CCA
BSV icon

Column Capital Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Column Capital Advisors’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 		$545K Sell
7,252
-1,096
-13% -$82.6K 0.08% 80
2023
Q2 		$631K Buy
8,348
+5,023
+151% +$383K 0.09% 75
2023
Q1 		$254K Buy
3,325
+28
+0.8% +$2.12K 0.04% 115
2022
Q4 		$248K Sell
3,297
-1,924
-37% -$144K 0.04% 107
2022
Q3 		$391K Buy
5,221
+3,261
+166% +$249K 0.08% 71
2022
Q2 		$151K Buy
+1,960
New +$151K 0.03% 138
2021
Q4 		– Sell
-6,100
Closed -$496K – 787
2021
Q3 		$500K Hold
6,100
– – 0.11% 70
2021
Q2 		$501K Hold
6,100
– – 0.11% 68
2021
Q1 		$501K Buy
+6,100
New +$504K 0.11% 65

Other funds holding BSV

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