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GYL Financial Synergies’s Vanguard Short-Term Bond ETF BSV Stock Holding History

GYL Financial Synergies’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
Q3 		$1.51M Buy
19,187
+10,570
+123% +$823K 0.11% 156
2024
Q2 		$661K Sell
8,617
-360
-4% -$27.5K 0.05% 214
2024
Q1 		$688K Sell
8,977
-630
-7% -$48.3K 0.05% 209
2023
Q4 		$740K Sell
9,607
-834
-8% -$63.1K 0.06% 206
2023
Q3 		$785K Sell
10,441
-188
-2% -$14.2K 0.08% 195
2023
Q2 		$803K Sell
10,629
-103,678
-91% -$7.9M 0.07% 195
2023
Q1 		$8.74M Sell
114,307
-3,627
-3% -$275K 1.05% 28
2022
Q4 		$8.88M Sell
117,934
-75,769
-39% -$5.68M 1.92% 11
2022
Q3 		$14.5M Sell
193,703
-6,780
-3% -$518K 3.95% 5
2022
Q2 		$15.4M Sell
200,483
-10,633
-5% -$819K 4.2% 5
2022
Q1 		$16.4M Sell
211,116
-3,645
-2% -$289K 3.94% 6
2021
Q4 		$17.4M Buy
214,761
+211,899
+7,404% +$17.2M 4.69% 5
2021
Q3 		$235K Buy
+2,862
New +$235K 0.12% 167

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

GYL Financial Synergies's BSV Position: Q3 2024 in Review

GYL Financial Synergies increased its Vanguard Short-Term Bond ETF (BSV) stake by 123% in Q3 2024, buying an estimated $823K and bringing the position to 19,187 shares worth $1.51M. The position accounts for 0.11% of the portfolio, ranked #156.

GYL Financial Synergies first reported a position in BSV in Q3 2021 and has held it in 13 quarters since. The position peaked at $17.4M in Q4 2021. 1,144 funds tracked by Wall St. Rank hold BSV as of Q3 2024.

  • GYL Financial Synergies held 19,187 shares of Vanguard Short-Term Bond ETF worth $1.51M as of Q3 2024.
  • GYL Financial Synergies bought 10,570 Vanguard Short-Term Bond ETF shares in Q3 2024, an estimated $823K.
  • Vanguard Short-Term Bond ETF made up 0.11% of GYL Financial Synergies's portfolio in Q3 2024, its #156 holding.
  • GYL Financial Synergies first reported a position in Vanguard Short-Term Bond ETF in Q3 2021 and has held it in 13 quarters since.
  • GYL Financial Synergies's Vanguard Short-Term Bond ETF position peaked at $17.4M in Q4 2021.
  • 1,144 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.