HIIFS
BSV icon

Harel Insurance Investments & Financial Services’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Harel Insurance Investments & Financial Services’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
Q4 		– Sell
-1,555
Closed -$117K – 611
2023
Q3 		$117K Buy
+1,555
New +$117K ﹤0.01% 349

Other funds holding BSV

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Harel Insurance Investments & Financial Services's BSV Position: Q4 2023 in Review

Harel Insurance Investments & Financial Services sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2023, closing a stake of 1,555 shares — an estimated $117K sold.

Harel Insurance Investments & Financial Services first reported a position in BSV in Q3 2023 and held it in 1 quarter. The position peaked at $117K in Q3 2023. 1,207 funds tracked by Wall St. Rank hold BSV as of Q4 2023.

  • Harel Insurance Investments & Financial Services reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 1,555 Vanguard Short-Term Bond ETF shares in Q4 2023, an estimated $117K.
  • Harel Insurance Investments & Financial Services first reported a position in Vanguard Short-Term Bond ETF in Q3 2023 and held it in 1 quarter.
  • Harel Insurance Investments & Financial Services's Vanguard Short-Term Bond ETF position peaked at $117K in Q3 2023.
  • 1,207 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2023.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q4 2023, filed 30 Jan 2024.