IW
BSV icon

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

Imprint 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
Q1 		$843K Buy
11,050
+7,392
+202% +$567K 0.2% 105
2023
Q4 		$282K Buy
3,658
+129
+4% +$9.77K 0.23% 125
2023
Q3 		$265K Sell
3,529
-855
-20% -$64.5K 0.22% 119
2023
Q2 		$331K Buy
+4,384
New +$334K 0.21% 133

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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Imprint Wealth's BSV Position: Q1 2024 in Review

Imprint Wealth increased its Vanguard Short-Term Bond ETF (BSV) stake by 202% in Q1 2024, buying an estimated $567K and bringing the position to 11,050 shares worth $843K. The position accounts for 0.2% of the portfolio, ranked #105.

Imprint Wealth first reported a position in BSV in Q2 2023 and has held it in 4 quarters since. 1,158 funds tracked by Wall St. Rank hold BSV as of Q1 2024.

  • Imprint Wealth held 11,050 shares of Vanguard Short-Term Bond ETF worth $843K as of Q1 2024.
  • Imprint Wealth bought 7,392 Vanguard Short-Term Bond ETF shares in Q1 2024, an estimated $567K.
  • Vanguard Short-Term Bond ETF made up 0.2% of Imprint Wealth's portfolio in Q1 2024, its #105 holding.
  • Imprint Wealth first reported a position in Vanguard Short-Term Bond ETF in Q2 2023 and has held it in 4 quarters since.
  • 1,158 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2024.

Based on Imprint Wealth's 13F filing for Q1 2024, filed 10 May 2024.