Easterly Investment Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Easterly Investment Partners’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 Q4	–	Sell	-3,000	Closed	-$236K	–	200
2024 Q3	$236K	Hold	3,000	–	–	0.02%	193
2024 Q2	$230K	Hold	3,000	–	–	0.02%	189
2024 Q1	$230K	Sell	3,000 -1	-0%	-$77	0.02%	194
2023 Q4	$231K	Sell	3,001 -1,866	-38%	-$141K	0.02%	179
2023 Q3	$366K	Buy	4,867 +12	+0.2%	+$905	0.04%	161
2023 Q2	$367K	Buy	4,855 +10	+0.2%	+$762	0.03%	177
2023 Q1	$371K	Sell	4,845 -1,241	-20%	-$94K	0.03%	171
2022 Q4	$458K	Buy	6,086 +9	+0.1%	+$675	0.04%	158
2022 Q3	$455K	Buy	6,077 +7	+0.1%	+$535	0.04%	159
2022 Q2	$466K	Buy	6,070 +6	+0.1%	+$462	0.04%	155
2022 Q1	$472K	Buy	6,064 +1,253	+26%	+$99.5K	0.04%	164
2021 Q4	$389K	Buy	+4,811	New	+$391K	0.03%	174

Other funds holding BSV

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

Easterly Investment Partners's BSV Position: Q4 2024 in Review

Easterly Investment Partners sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2024, closing a stake of 3,000 shares — an estimated $236K sold.

Easterly Investment Partners first reported a position in BSV in Q4 2021 and held it in 12 quarters. The position peaked at $472K in Q1 2022. 1,247 funds tracked by Wall St. Rank hold BSV as of Q4 2024.

Easterly Investment Partners reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2024 after selling out during the quarter.
Easterly Investment Partners sold 3,000 Vanguard Short-Term Bond ETF shares in Q4 2024, an estimated $236K.
Easterly Investment Partners first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and held it in 12 quarters.
Easterly Investment Partners's Vanguard Short-Term Bond ETF position peaked at $472K in Q1 2022.
1,247 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2024.

Based on Easterly Investment Partners's 13F filing for Q4 2024, filed 12 Feb 2025.