Forvis Mazars Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Forvis Mazars Wealth 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	-2,969	Closed	-$229K	–	394
2023 Q4	$229K	Sell	2,969 -354	-11%	-$26.8K	0.01%	366
2023 Q3	$250K	Buy	3,323 +392	+13%	+$29.6K	0.01%	349
2023 Q2	$221K	Sell	2,931 -38	-1%	-$2.9K	0.01%	392
2023 Q1	$227K	Hold	2,969	–	–	0.01%	370
2022 Q4	$224K	Sell	2,969 -75	-2%	-$5.63K	0.01%	366
2022 Q3	$228K	Sell	3,044 -20	-0.7%	-$1.53K	0.01%	357
2022 Q2	$235K	Buy	+3,064	New	+$236K	0.01%	352
2020 Q2	–	Sell	-2,469	Closed	-$203K	–	311
2020 Q1	$203K	Sell	2,469 -68	-3%	-$5.52K	0.02%	273
2019 Q4	$205K	Buy	+2,537	New	+$205K	0.01%	280
2015 Q2	–	Sell	-3,075	Closed	-$248K	–	185
2015 Q1	$248K	Buy	+3,075	New	+$247K	0.04%	162

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

Forvis Mazars Wealth Advisors's BSV Position: Q1 2024 in Review

Forvis Mazars Wealth Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2024, closing a stake of 2,969 shares — an estimated $229K sold.

Forvis Mazars Wealth Advisors first reported a position in BSV in Q1 2015 and held it in 10 quarters. The position peaked at $250K in Q3 2023. 1,158 funds tracked by Wall St. Rank hold BSV as of Q1 2024.

Forvis Mazars Wealth Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2024 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 2,969 Vanguard Short-Term Bond ETF shares in Q1 2024, an estimated $229K.
Forvis Mazars Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q1 2015 and held it in 10 quarters.
Forvis Mazars Wealth Advisors's Vanguard Short-Term Bond ETF position peaked at $250K in Q3 2023.
1,158 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2024.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.