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Integrated Investment Consultants’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Integrated Investment Consultants’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 		– Sell
-48,480
Closed -$3.72M – 360
2024
Q2 		$3.72M Hold
48,480
– – 1.02% 21
2024
Q1 		$3.72M Sell
48,480
-65
-0.1% -$4.99K 1.02% 21
2023
Q4 		$3.74M Sell
48,545
-260
-0.5% -$19.7K 1.18% 20
2023
Q3 		$3.67M Sell
48,805
-8,432
-15% -$636K 1.33% 18
2023
Q2 		$4.33M Buy
57,237
+1,210
+2% +$92.2K 1.37% 18
2023
Q1 		$4.29M Sell
56,027
-2,249
-4% -$170K 1.35% 18
2022
Q4 		$4.39M Sell
58,276
-5,077
-8% -$381K 1.48% 14
2022
Q3 		$4.74M Buy
63,353
+1,541
+2% +$118K 1.88% 11
2022
Q2 		$4.75M Sell
61,812
-7,569
-11% -$583K 1.72% 12
2022
Q1 		$5.41M Buy
69,381
+4,869
+8% +$387K 1.47% 13
2021
Q4 		$5.21M Sell
64,512
-53,849
-45% -$4.38M 1.39% 13
2021
Q3 		$9.7M Buy
118,361
+4,022
+4% +$331K 2.84% 6
2021
Q2 		$9.39M Buy
114,339
+21,719
+23% +$1.79M 2.74% 6
2021
Q1 		$7.61M Buy
92,620
+52,670
+132% +$4.35M 2.63% 7
2020
Q4 		$3.31M Buy
+39,950
New +$3.31M 1.25% 15

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

Integrated Investment Consultants's BSV Position: Q3 2024 in Review

Integrated Investment Consultants sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2024, closing a stake of 48,480 shares — an estimated $3.72M sold.

Integrated Investment Consultants first reported a position in BSV in Q4 2020 and held it in 15 quarters. The position peaked at $9.7M in Q3 2021. 1,143 funds tracked by Wall St. Rank hold BSV as of Q3 2024.

  • Integrated Investment Consultants reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Integrated Investment Consultants sold 48,480 Vanguard Short-Term Bond ETF shares in Q3 2024, an estimated $3.72M.
  • Integrated Investment Consultants first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and held it in 15 quarters.
  • Integrated Investment Consultants's Vanguard Short-Term Bond ETF position peaked at $9.7M in Q3 2021.
  • 1,143 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2024.

Based on Integrated Investment Consultants's 13F filing for Q3 2024, filed 12 Nov 2024.