GKWIM
BSV icon

Gerber Kawasaki Wealth & Investment Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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
2021
Q4 		– Sell
-177
Closed -$14K – 399
2021
Q3 		$14K Buy
+177
New +$14.5K ﹤0.01% 575

Other funds holding BSV

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's BSV Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2021, closing a stake of 177 shares — an estimated $14K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in BSV in Q3 2021 and held it in 1 quarter. The position peaked at $14K in Q3 2021. 1,165 funds tracked by Wall St. Rank hold BSV as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 177 Vanguard Short-Term Bond ETF shares in Q4 2021, an estimated $14K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Vanguard Short-Term Bond ETF in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Vanguard Short-Term Bond ETF position peaked at $14K in Q3 2021.
  • 1,165 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.