HBK Sorce Advisory’s Vanguard Short-Term Bond ETF BSV Stock Holding History

HBK Sorce Advisory’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	–	Sell	-2,936	Closed	-$220K	–	802
2022 Q3	$220K	Buy	+2,936	New	+$224K	0.01%	435
2021 Q4	–	Sell	-6,260	Closed	-$513K	–	599
2021 Q3	$513K	Buy	+6,260	New	+$514K	0.03%	312
2018 Q2	–	Sell	-2,682	Closed	-$210K	–	393
2018 Q1	$210K	Buy	2,682 +148	+6%	+$11.6K	0.03%	345
2017 Q4	$200K	Buy	+2,534	New	+$201K	0.02%	371

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

HBK Sorce Advisory's BSV Position: Q4 2022 in Review

HBK Sorce Advisory sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2022, closing a stake of 2,936 shares — an estimated $220K sold.

HBK Sorce Advisory first reported a position in BSV in Q4 2017 and held it in 4 quarters. The position peaked at $513K in Q3 2021. 1,167 funds tracked by Wall St. Rank hold BSV as of Q4 2022.

HBK Sorce Advisory reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2022 after selling out during the quarter.
HBK Sorce Advisory sold 2,936 Vanguard Short-Term Bond ETF shares in Q4 2022, an estimated $220K.
HBK Sorce Advisory first reported a position in Vanguard Short-Term Bond ETF in Q4 2017 and held it in 4 quarters.
HBK Sorce Advisory's Vanguard Short-Term Bond ETF position peaked at $513K in Q3 2021.
1,167 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2022.

Based on HBK Sorce Advisory's 13F filing for Q4 2022, filed 9 Feb 2023.