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

Gibson 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
2022 Q4	$14K	Buy	189 +186	+6,200%	+$14K	﹤0.01%	114
2022 Q3	$0	Hold	3	–	–	﹤0.01%	113
2022 Q2	$0	Sell	3 -15,221	-100%	-$1.17M	﹤0.01%	114
2022 Q1	$1.19M	Sell	15,224 -342	-2%	-$27.1K	1.21%	10
2021 Q4	$1.26M	Buy	+15,566	New	+$1.27M	1.29%	7

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Gibson Wealth Advisors's BSV Position: Q4 2022 in Review

Gibson Wealth Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 6,200% in Q4 2022, buying an estimated $14K and bringing the position to 189 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #114.

Gibson Wealth Advisors first reported a position in BSV in Q4 2021 and has held it in 5 quarters since. The position peaked at $1.26M in Q4 2021. 1,167 funds tracked by Wall St. Rank hold BSV as of Q4 2022.

Gibson Wealth Advisors held 189 shares of Vanguard Short-Term Bond ETF worth $14K as of Q4 2022.
Gibson Wealth Advisors bought 186 Vanguard Short-Term Bond ETF shares in Q4 2022, an estimated $14K.
Vanguard Short-Term Bond ETF made up ﹤0.01% of Gibson Wealth Advisors's portfolio in Q4 2022, its #114 holding.
Gibson Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 5 quarters since.
Gibson Wealth Advisors's Vanguard Short-Term Bond ETF position peaked at $1.26M in Q4 2021.
1,167 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2022.

Based on Gibson Wealth Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.