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HBW Advisory Services’s Vanguard Short-Term Bond ETF BSV Stock Holding History

HBW Advisory 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
2024
Q3 		– Sell
-4,217
Closed -$323K – 369
2024
Q2 		$323K Sell
4,217
-1,261
-23% -$96.2K 0.05% 248
2024
Q1 		$422K Hold
5,478
– – 0.08% 188
2023
Q4 		$422K Buy
5,478
+20
+0.4% +$1.51K 0.08% 188
2023
Q3 		$410K Sell
5,458
-3,940
-42% -$297K 0.09% 190
2023
Q2 		$710K Buy
9,398
+1,207
+15% +$92K 0.15% 146
2023
Q1 		$627K Buy
8,191
+794
+11% +$60.2K 0.16% 146
2022
Q4 		$557K Sell
7,397
-523
-7% -$39.2K 0.15% 156
2022
Q3 		$593K Buy
7,920
+438
+6% +$33.5K 0.17% 143
2022
Q2 		$575K Buy
7,482
+94
+1% +$7.24K 0.15% 141
2022
Q1 		$576K Sell
7,388
-1,827
-20% -$145K 0.2% 121
2021
Q4 		$745K Buy
9,215
+204
+2% +$16.6K 0.17% 128
2021
Q3 		$738K Buy
9,011
+4,771
+113% +$392K 0.19% 126
2021
Q2 		$348K Sell
4,240
-51
-1% -$4.2K 0.09% 177
2021
Q1 		$353K Buy
4,291
+113
+3% +$9.33K 0.09% 174
2020
Q4 		$346K Buy
4,178
+1,755
+72% +$145K 0.11% 151
2020
Q3 		$201K Buy
+2,423
New +$201K 0.08% 186

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

HBW Advisory Services's BSV Position: Q3 2024 in Review

HBW Advisory Services sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2024, closing a stake of 4,217 shares — an estimated $323K sold.

HBW Advisory Services first reported a position in BSV in Q3 2020 and held it in 16 quarters. The position peaked at $745K in Q4 2021. 1,144 funds tracked by Wall St. Rank hold BSV as of Q3 2024.

  • HBW Advisory Services reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2024 after selling out during the quarter.
  • HBW Advisory Services sold 4,217 Vanguard Short-Term Bond ETF shares in Q3 2024, an estimated $323K.
  • HBW Advisory Services first reported a position in Vanguard Short-Term Bond ETF in Q3 2020 and held it in 16 quarters.
  • HBW Advisory Services's Vanguard Short-Term Bond ETF position peaked at $745K in Q4 2021.
  • 1,144 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2024.

Based on HBW Advisory Services's 13F filing for Q3 2024, filed 4 Oct 2024.