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IAG Wealth Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

IAG Wealth Partners’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
Q2 		– Sell
-275
Closed -$21K – 457
2023
Q1 		$21K Sell
275
-765
-74% -$58K 0.01% 222
2022
Q4 		$78.3K Buy
+1,040
New +$78K 0.02% 108

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IAG Wealth Partners's BSV Position: Q2 2023 in Review

IAG Wealth Partners sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2023, closing a stake of 275 shares — an estimated $21K sold.

IAG Wealth Partners first reported a position in BSV in Q4 2022 and held it in 2 quarters. The position peaked at $78.3K in Q4 2022. 1,140 funds tracked by Wall St. Rank hold BSV as of Q2 2023.

  • IAG Wealth Partners reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2023 after selling out during the quarter.
  • IAG Wealth Partners sold 275 Vanguard Short-Term Bond ETF shares in Q2 2023, an estimated $21K.
  • IAG Wealth Partners first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and held it in 2 quarters.
  • IAG Wealth Partners's Vanguard Short-Term Bond ETF position peaked at $78.3K in Q4 2022.
  • 1,140 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2023.

Based on IAG Wealth Partners's 13F filing for Q2 2023, filed 10 Aug 2023.