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HAS
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
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$374B AUM
17.66%
1-Year Est. Return
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$67.6B AUM
18.3%
1-Year Est. Return
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$1.66T AUM
25.57%
1-Year Est. Return
JP Morgan Chase
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$1.47T AUM
27.86%
1-Year Est. Return
Goldman Sachs
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$761B AUM
31.28%
1-Year Est. Return
Empower Advisory Group
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$38.5B AUM
18.4%
1-Year Est. Return
AF
Allworth Financial
Folsom, California
$24.6B AUM
15.55%
1-Year Est. Return
Northern Trust
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$757B AUM
28.64%
1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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