IP
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Intellectus Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Intellectus Partners’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
Q4 		– Sell
-3,500
Closed -$275K – 280
2024
Q3 		$275K Hold
3,500
– – 0.07% 230
2024
Q2 		$268K Sell
3,500
-500
-13% -$38.1K 0.07% 222
2024
Q1 		$307K Sell
4,000
-229
-5% -$17.6K 0.08% 210
2023
Q4 		$326K Sell
4,229
-779
-16% -$59K 0.09% 199
2023
Q3 		$376K Sell
5,008
-140
-3% -$10.6K 0.12% 194
2023
Q2 		$389K Hold
5,148
– – 0.12% 195
2023
Q1 		$394K Hold
5,148
– – 0.12% 189
2022
Q4 		$388K Sell
5,148
-1,500
-23% -$113K 0.13% 184
2022
Q3 		$497K Sell
6,648
-210
-3% -$16K 0.18% 159
2022
Q2 		$527K Sell
6,858
-499
-7% -$38.4K 0.18% 154
2022
Q1 		$573K Sell
7,357
-3,704
-33% -$294K 0.17% 152
2021
Q4 		$894K Sell
11,061
-2,587
-19% -$210K 0.23% 114
2021
Q3 		$1.12M Sell
13,648
-4,337
-24% -$356K 0.27% 102
2021
Q2 		$1.48M Sell
17,985
-7,377
-29% -$607K 0.33% 78
2021
Q1 		$2.08M Buy
25,362
+4,372
+21% +$361K 0.57% 46
2020
Q4 		$1.74M Sell
20,990
-2,256
-10% -$187K 0.52% 54
2020
Q3 		$1.93M Buy
23,246
+9,662
+71% +$803K 0.73% 30
2020
Q2 		$1.13M Buy
13,584
+6,111
+82% +$505K 0.44% 58
2020
Q1 		$614K Sell
7,473
-920
-11% -$74.7K 0.29% 102
2019
Q4 		$677K Buy
8,393
+1,412
+20% +$114K 0.28% 119
2019
Q3 		$564K Sell
6,981
-404
-5% -$32.6K 0.25% 127
2019
Q2 		$595K Sell
7,385
-963
-12% -$76.8K 0.26% 120
2019
Q1 		$664K Buy
+8,348
New +$659K 0.29% 100
2018
Q4 		– Sell
-13,207
Closed -$1.03M – 287
2018
Q3 		$1.03M Sell
13,207
-3,373
-20% -$264K 0.36% 76
2018
Q2 		$1.3M Sell
16,580
-13,077
-44% -$1.02M 0.47% 53
2018
Q1 		$2.33M Buy
+29,657
New +$2.33M 0.8% 24
2017
Q3 		– Sell
-1,565
Closed -$125K – 774
2017
Q2 		$125K Hold
1,565
– – 0.06% 249
2017
Q1 		$125K Buy
+1,565
New +$125K 0.06% 213

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Intellectus Partners's BSV Position: Q4 2024 in Review

Intellectus Partners sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2024, closing a stake of 3,500 shares — an estimated $275K sold.

Intellectus Partners first reported a position in BSV in Q1 2017 and held it in 28 quarters. The position peaked at $2.33M in Q1 2018. 1,248 funds tracked by Wall St. Rank hold BSV as of Q4 2024.

  • Intellectus Partners reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Intellectus Partners sold 3,500 Vanguard Short-Term Bond ETF shares in Q4 2024, an estimated $275K.
  • Intellectus Partners first reported a position in Vanguard Short-Term Bond ETF in Q1 2017 and held it in 28 quarters.
  • Intellectus Partners's Vanguard Short-Term Bond ETF position peaked at $2.33M in Q1 2018.
  • 1,248 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2024.

Based on Intellectus Partners's 13F filing for Q4 2024, filed 7 Feb 2025.