IPW
BSV icon

Impact Partnership Wealth’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Impact Partnership Wealth’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
Q2 		– Sell
-35
Closed -$2.68K – 277
2024
Q1 		$2.68K Sell
35
-214
-86% -$16.4K ﹤0.01% 556
2023
Q4 		$19.2K Sell
249
-2,269
-90% -$172K 0.01% 417
2023
Q3 		$189K Buy
2,518
+1,257
+100% +$94.8K 0.06% 184
2023
Q2 		$95.3K Buy
+1,261
New +$96.1K 0.03% 192

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Impact Partnership Wealth's BSV Position: Q2 2024 in Review

Impact Partnership Wealth sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2024, closing a stake of 35 shares — an estimated $2.68K sold.

Impact Partnership Wealth first reported a position in BSV in Q2 2023 and held it in 4 quarters. The position peaked at $189K in Q3 2023. 1,131 funds tracked by Wall St. Rank hold BSV as of Q2 2024.

  • Impact Partnership Wealth reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 35 Vanguard Short-Term Bond ETF shares in Q2 2024, an estimated $2.68K.
  • Impact Partnership Wealth first reported a position in Vanguard Short-Term Bond ETF in Q2 2023 and held it in 4 quarters.
  • Impact Partnership Wealth's Vanguard Short-Term Bond ETF position peaked at $189K in Q3 2023.
  • 1,131 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.