IF
BSV icon

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

Insight Folios’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
Q3 		$1.19M Sell
15,100
-184
-1% -$14.3K 0.42% 37
2024
Q2 		$1.17M Sell
15,284
-763
-5% -$58.2K 0.48% 37
2024
Q1 		$1.23M Sell
16,047
-103
-0.6% -$7.9K 0.5% 35
2023
Q4 		$1.24M Sell
16,150
-740
-4% -$56K 0.54% 33
2023
Q3 		$1.27M Sell
16,890
-6,450
-28% -$486K 0.62% 32
2023
Q2 		$1.76M Sell
23,340
-1,021
-4% -$77.8K 0.74% 31
2023
Q1 		$1.86M Sell
24,361
-5,156
-17% -$391K 0.83% 31
2022
Q4 		$2.22M Sell
29,517
-12,257
-29% -$920K 1% 32
2022
Q3 		$3.13M Sell
41,774
-284
-0.7% -$21.7K 1.59% 30
2022
Q2 		$3.23M Buy
42,058
+19,341
+85% +$1.49M 1.54% 31
2022
Q1 		$1.77M Buy
22,717
+5,547
+32% +$440K 0.79% 31
2021
Q4 		$1.39M Sell
17,170
-60
-0.3% -$4.88K 0.65% 34
2021
Q3 		$1.41M Buy
17,230
+323
+2% +$26.5K 0.78% 31
2021
Q2 		$1.39M Buy
16,907
+1,613
+11% +$133K 0.82% 31
2021
Q1 		$1.26M Buy
15,294
+1,550
+11% +$128K 0.86% 31
2020
Q4 		$1.14M Buy
13,744
+419
+3% +$34.7K 0.85% 33
2020
Q3 		$1.11M Buy
13,325
+99
+0.7% +$8.23K 1.03% 33
2020
Q2 		$1.1M Sell
13,226
-13,035
-50% -$1.08M 1.05% 33
2020
Q1 		$2.16M Buy
26,261
+18,104
+222% +$1.47M 2.47% 25
2019
Q4 		$658K Buy
+8,157
New +$658K 0.58% 31

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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

Insight Folios's BSV Position: Q3 2024 in Review

Insight Folios reduced its Vanguard Short-Term Bond ETF (BSV) stake by 1.2% in Q3 2024, selling an estimated $14.3K and leaving 15,100 shares worth $1.19M. The position accounts for 0.42% of the portfolio, ranked #37.

Insight Folios first reported a position in BSV in Q4 2019 and has held it in 20 quarters since. The position peaked at $3.23M in Q2 2022. 1,143 funds tracked by Wall St. Rank hold BSV as of Q3 2024.

  • Insight Folios held 15,100 shares of Vanguard Short-Term Bond ETF worth $1.19M as of Q3 2024.
  • Insight Folios sold 184 Vanguard Short-Term Bond ETF shares in Q3 2024, an estimated $14.3K.
  • Vanguard Short-Term Bond ETF made up 0.42% of Insight Folios's portfolio in Q3 2024, its #37 holding.
  • Insight Folios first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and has held it in 20 quarters since.
  • Insight Folios's Vanguard Short-Term Bond ETF position peaked at $3.23M in Q2 2022.
  • 1,143 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2024.

Based on Insight Folios's 13F filing for Q3 2024, filed 24 Oct 2024.