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

Insight Wealth Strategies’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
2021
Q4 		– Sell
-6,312
Closed -$517K – 156
2021
Q3 		$517K Buy
6,312
+120
+2% +$9.86K 0.07% 140
2021
Q2 		$509K Sell
6,192
-1,636
-21% -$135K 0.07% 142
2021
Q1 		$643K Sell
7,828
-62
-0.8% -$5.12K 0.09% 131
2020
Q4 		$654K Buy
7,890
+5,033
+176% +$417K 0.11% 100
2020
Q3 		$237K Buy
+2,857
New +$237K 0.04% 175

Other funds holding BSV

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Insight Wealth Strategies's BSV Position: Q4 2021 in Review

Insight Wealth Strategies sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2021, closing a stake of 6,312 shares — an estimated $517K sold.

Insight Wealth Strategies first reported a position in BSV in Q3 2020 and held it in 5 quarters. The position peaked at $654K in Q4 2020. 1,164 funds tracked by Wall St. Rank hold BSV as of Q4 2021.

  • Insight Wealth Strategies reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Insight Wealth Strategies sold 6,312 Vanguard Short-Term Bond ETF shares in Q4 2021, an estimated $517K.
  • Insight Wealth Strategies first reported a position in Vanguard Short-Term Bond ETF in Q3 2020 and held it in 5 quarters.
  • Insight Wealth Strategies's Vanguard Short-Term Bond ETF position peaked at $654K in Q4 2020.
  • 1,164 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2021.

Based on Insight Wealth Strategies's 13F filing for Q4 2021, filed 31 Jan 2022.