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Insight 2811 Inc’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Insight 2811 Inc’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
Q3 		– Sell
-16,451
Closed -$1.24M – 85
2023
Q2 		$1.24M Hold
16,451
– – 0.68% 18
2023
Q1 		$1.26M Hold
16,451
– – 0.78% 14
2022
Q4 		$1.24M Buy
+16,451
New +$1.23M 0.76% 14
2017
Q1 		– Sell
-35,720
Closed -$2.84M – 80
2016
Q4 		$2.84M Buy
+35,720
New +$2.86M 2.31% 8

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
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Insight 2811 Inc's BSV Position: Q3 2023 in Review

Insight 2811 Inc sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2023, closing a stake of 16,451 shares — an estimated $1.24M sold.

Insight 2811 Inc first reported a position in BSV in Q4 2016 and held it in 4 quarters. The position peaked at $2.84M in Q4 2016. 1,127 funds tracked by Wall St. Rank hold BSV as of Q3 2023.

  • Insight 2811 Inc reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2023 after selling out during the quarter.
  • Insight 2811 Inc sold 16,451 Vanguard Short-Term Bond ETF shares in Q3 2023, an estimated $1.24M.
  • Insight 2811 Inc first reported a position in Vanguard Short-Term Bond ETF in Q4 2016 and held it in 4 quarters.
  • Insight 2811 Inc's Vanguard Short-Term Bond ETF position peaked at $2.84M in Q4 2016.
  • 1,127 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2023.

Based on Insight 2811 Inc's 13F filing for Q3 2023, filed 14 Nov 2023.