Householder Group Estate & Retirement Specialist’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	$21K	Sell	279 -3,353	-92%	-$260K	0.02%	283
2024 Q3	$285K	Buy	3,632 +16	+0.4%	+$1.25K	0.08%	194
2024 Q2	$277K	Sell	3,616 -1,754	-33%	-$134K	0.08%	197
2024 Q1	$412K	Sell	5,370 -73	-1%	-$5.6K	0.12%	157
2023 Q4	$419K	Buy	5,443 +203	+4%	+$15.4K	0.14%	139
2023 Q3	$394K	Buy	+5,240	New	+$395K	0.14%	136
2023 Q1	$308K	Buy	+4,024	New	+$305K	0.12%	161
2022 Q4	–	Sell	-14,299	Closed	-$1.07M	–	423
2022 Q3	$1.07M	Buy	14,299 +1,066	+8%	+$81.4K	0.44%	49
2022 Q2	$1.02M	Buy	13,233 +815	+7%	+$62.8K	0.45%	50
2022 Q1	$967K	Buy	12,418 +908	+8%	+$72.1K	0.39%	67
2021 Q4	$930K	Buy	+11,510	New	+$936K	0.35%	79

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's BSV Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Vanguard Short-Term Bond ETF (BSV) stake by 92% in Q4 2024, selling an estimated $260K and leaving 279 shares worth $21K. The position accounts for 0.02% of the portfolio, ranked #283.

Householder Group Estate & Retirement Specialist first reported a position in BSV in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.07M in Q3 2022. 1,248 funds tracked by Wall St. Rank hold BSV as of Q4 2024.

Householder Group Estate & Retirement Specialist held 279 shares of Vanguard Short-Term Bond ETF worth $21K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 3,353 Vanguard Short-Term Bond ETF shares in Q4 2024, an estimated $260K.
Vanguard Short-Term Bond ETF made up 0.02% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #283 holding.
Householder Group Estate & Retirement Specialist first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 11 quarters since.
Householder Group Estate & Retirement Specialist's Vanguard Short-Term Bond ETF position peaked at $1.07M in Q3 2022.
1,248 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.