Founders Financial Securities’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Founders Financial Securities’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	–	Sell	-94,011	Closed	-$7.1M	–	335
2023 Q2	$7.1M	Sell	94,011 -38,567	-29%	-$2.94M	0.94%	28
2023 Q1	$10.1M	Buy	132,578 +9,781	+8%	+$741K	1.46%	15
2022 Q4	$9.24M	Buy	122,797 +9,202	+8%	+$690K	1.45%	11
2022 Q3	$8.5M	Buy	+113,595	New	+$8.68M	1.5%	10
2016 Q2	–	Sell	-39,760	Closed	-$3.21M	–	74
2016 Q1	$3.21M	Buy	39,760 +13,366	+51%	+$1.07M	1.51%	22
2015 Q4	$2.1M	Buy	26,394 +2,595	+11%	+$208K	0.97%	31
2015 Q3	$1.91M	Buy	+23,799	New	+$1.91M	0.95%	32
2015 Q2	–	Sell	-3,935	Closed	-$317K	–	69
2015 Q1	$317K	Buy	3,935 +991	+34%	+$79.5K	0.16%	46
2014 Q4	$235K	Sell	2,944 -52	-2%	-$4.17K	0.14%	56
2014 Q3	$240K	Sell	2,996 -1,126	-27%	-$90.2K	0.15%	52
2014 Q2	$331K	Sell	4,122 -17,266	-81%	-$1.39M	0.22%	43
2014 Q1	$1.71M	Buy	21,388 +8,160	+62%	+$654K	1.15%	22
2013 Q4	$1.06M	Buy	+13,228	New	+$1.06M	0.89%	28

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Founders Financial Securities's BSV Position: Q3 2023 in Review

Founders Financial Securities sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2023, closing a stake of 94,011 shares — an estimated $7.1M sold.

Founders Financial Securities first reported a position in BSV in Q4 2013 and held it in 13 quarters. The position peaked at $10.1M in Q1 2023. 1,126 funds tracked by Wall St. Rank hold BSV as of Q3 2023.

Founders Financial Securities reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2023 after selling out during the quarter.
Founders Financial Securities sold 94,011 Vanguard Short-Term Bond ETF shares in Q3 2023, an estimated $7.1M.
Founders Financial Securities first reported a position in Vanguard Short-Term Bond ETF in Q4 2013 and held it in 13 quarters.
Founders Financial Securities's Vanguard Short-Term Bond ETF position peaked at $10.1M in Q1 2023.
1,126 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2023.

Based on Founders Financial Securities's 13F filing for Q3 2023, filed 17 Oct 2023.