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Coulter & Justus Financial Services’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Coulter & Justus Financial Services’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
-4,424
Closed -$338K – 44
2023
Q1 		$338K Hold
4,424
– – 0.22% 35
2022
Q4 		$333K Buy
+4,424
New +$332K 0.23% 37

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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Coulter & Justus Financial Services's BSV Position: Q2 2023 in Review

Coulter & Justus Financial Services sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2023, closing a stake of 4,424 shares — an estimated $338K sold.

Coulter & Justus Financial Services first reported a position in BSV in Q4 2022 and held it in 2 quarters. The position peaked at $338K in Q1 2023. 1,140 funds tracked by Wall St. Rank hold BSV as of Q2 2023.

  • Coulter & Justus Financial Services reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Coulter & Justus Financial Services sold 4,424 Vanguard Short-Term Bond ETF shares in Q2 2023, an estimated $338K.
  • Coulter & Justus Financial Services first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and held it in 2 quarters.
  • Coulter & Justus Financial Services's Vanguard Short-Term Bond ETF position peaked at $338K in Q1 2023.
  • 1,140 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2023.

Based on Coulter & Justus Financial Services's 13F filing for Q2 2023, filed 31 Jul 2023.