IFS Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

IFS Advisors’s Portfolio VGSH Stock Details VGSH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-252,127	Closed	-$14.6M	–	133
2022 Q4	$14.6M	Buy	252,127 +14,751	+6%	+$852K	25.2%	2
2022 Q3	$13.7M	Sell	237,376 -7,522	-3%	-$440K	25.18%	2
2022 Q2	$14.4M	Buy	244,898 +1,844	+0.8%	+$109K	38.36%	2
2022 Q1	$14.4M	Buy	243,054 +10,487	+5%	+$630K	13.49%	4
2021 Q4	$14.1M	Sell	232,567 -12,684	-5%	-$776K	9.94%	3
2021 Q3	$15.1M	Buy	+245,251	New	+$15.1M	9.65%	3

Other funds holding VGSH

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

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

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

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

IFS Advisors's VGSH Position: Q1 2023 in Review

IFS Advisors sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q1 2023, closing a stake of 252,127 shares — an estimated $14.6M sold.

IFS Advisors first reported a position in VGSH in Q3 2021 and held it in 6 quarters. The position peaked at $15.1M in Q3 2021. 763 funds tracked by Wall St. Rank hold VGSH as of Q1 2023.

IFS Advisors reported no remaining Vanguard Short-Term Treasury ETF position as of Q1 2023 after selling out during the quarter.
IFS Advisors sold 252,127 Vanguard Short-Term Treasury ETF shares in Q1 2023, an estimated $14.6M.
IFS Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q3 2021 and held it in 6 quarters.
IFS Advisors's Vanguard Short-Term Treasury ETF position peaked at $15.1M in Q3 2021.
763 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q1 2023.

Based on IFS Advisors's 13F filing for Q1 2023, filed 2 May 2023.