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Institutional & Family Asset Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Institutional & Family Asset Management’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 		$607 Sell
8
-29
-78% -$2.21K ﹤0.01% 686
2024
Q1 		$2.83K Sell
37
-32
-46% -$2.46K ﹤0.01% 551
2023
Q4 		$5.35K Buy
69
+5
+8% +$378 ﹤0.01% 472
2023
Q3 		$4.84K Hold
64
– – ﹤0.01% 468
2023
Q2 		$4.85K Sell
64
-111
-63% -$8.46K ﹤0.01% 481
2023
Q1 		$13.4K Sell
175
-17,534
-99% -$1.33M ﹤0.01% 348
2022
Q4 		$1.33M Sell
17,709
-694
-4% -$52.1K 0.22% 80
2022
Q3 		$1.38M Sell
18,403
-1,748
-9% -$134K 0.24% 75
2022
Q2 		$1.55M Sell
20,151
-238
-1% -$18.3K 0.27% 72
2022
Q1 		$1.59M Sell
20,389
-190
-0.9% -$15.1K 0.25% 79
2021
Q4 		$1.66M Sell
20,579
-566
-3% -$46K 0.26% 81
2021
Q3 		$1.73M Sell
21,145
-562
-3% -$46.2K 0.28% 80
2021
Q2 		$1.78M Sell
21,707
-2,054
-9% -$169K 0.29% 80
2021
Q1 		$1.95M Sell
23,761
-17,453
-42% -$1.44M 0.38% 70
2020
Q4 		$3.42M Buy
41,214
+1,071
+3% +$88.7K 0.72% 36
2020
Q3 		$3.33M Buy
40,143
+2,426
+6% +$202K 0.78% 35
2020
Q2 		$3.13M Sell
37,717
-736
-2% -$60.9K 0.65% 62
2020
Q1 		$3.16M Sell
38,453
-476
-1% -$38.7K 0.73% 40
2019
Q4 		$3.14M Sell
38,929
-2,477
-6% -$200K 0.66% 56
2019
Q3 		$3.35M Sell
41,406
-61,443
-60% -$4.96M 0.73% 51
2019
Q2 		$8.28M Sell
102,849
-4,369
-4% -$348K 1.79% 9
2019
Q1 		$8.53M Buy
107,218
+544
+0.5% +$42.9K 1.8% 9
2018
Q4 		$8.38M Sell
106,674
-10,689
-9% -$834K 1.88% 9
2018
Q3 		$9.16M Buy
117,363
+9,893
+9% +$773K 1.81% 9
2018
Q2 		$8.4M Buy
107,470
+23,892
+29% +$1.87M 1.75% 10
2018
Q1 		$6.56M Buy
+83,578
New +$6.57M 1.39% 12

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

Institutional & Family Asset Management's BSV Position: Q2 2024 in Review

Institutional & Family Asset Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 78% in Q2 2024, selling an estimated $2.21K and leaving 8 shares worth $607. The position accounts for ﹤0.01% of the portfolio, ranked #686.

Institutional & Family Asset Management first reported a position in BSV in Q1 2018 and has held it in 26 quarters since. The position peaked at $9.16M in Q3 2018. 1,131 funds tracked by Wall St. Rank hold BSV as of Q2 2024.

  • Institutional & Family Asset Management held 8 shares of Vanguard Short-Term Bond ETF worth $607 as of Q2 2024.
  • Institutional & Family Asset Management sold 29 Vanguard Short-Term Bond ETF shares in Q2 2024, an estimated $2.21K.
  • Vanguard Short-Term Bond ETF made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #686 holding.
  • Institutional & Family Asset Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2018 and has held it in 26 quarters since.
  • Institutional & Family Asset Management's Vanguard Short-Term Bond ETF position peaked at $9.16M in Q3 2018.
  • 1,131 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.