Cornell Pochily Investment Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Cornell Pochily Investment 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
2024 Q1	–	Sell	-3,672	Closed	-$283K	–	171
2023 Q4	$283K	Buy	+3,672	New	+$278K	0.12%	147
2022 Q2	–	Sell	-9,975	Closed	-$777K	–	165
2022 Q1	$777K	Sell	9,975 -6,206	-38%	-$493K	0.3%	91
2021 Q4	$1.31M	Sell	16,181 -3,840	-19%	-$312K	0.51%	54
2021 Q3	$1.64M	Sell	20,021 -337	-2%	-$27.7K	0.71%	42
2021 Q2	$1.67M	Sell	20,358 -1,327	-6%	-$109K	0.74%	41
2021 Q1	$1.78M	Buy	21,685 +6,773	+45%	+$559K	0.85%	34
2020 Q4	$1.24M	Buy	14,912 +9,987	+203%	+$827K	0.59%	46
2020 Q3	$409K	Buy	+4,925	New	+$409K	0.23%	94

Other funds holding BSV

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cornell Pochily Investment Advisors's BSV Position: Q1 2024 in Review

Cornell Pochily Investment Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2024, closing a stake of 3,672 shares — an estimated $283K sold.

Cornell Pochily Investment Advisors first reported a position in BSV in Q3 2020 and held it in 8 quarters. The position peaked at $1.78M in Q1 2021. 1,158 funds tracked by Wall St. Rank hold BSV as of Q1 2024.

Cornell Pochily Investment Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2024 after selling out during the quarter.
Cornell Pochily Investment Advisors sold 3,672 Vanguard Short-Term Bond ETF shares in Q1 2024, an estimated $283K.
Cornell Pochily Investment Advisors first reported a position in Vanguard Short-Term Bond ETF in Q3 2020 and held it in 8 quarters.
Cornell Pochily Investment Advisors's Vanguard Short-Term Bond ETF position peaked at $1.78M in Q1 2021.
1,158 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2024.

Based on Cornell Pochily Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.