IWA
BSV icon

Intercontinental Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Intercontinental Wealth Advisors’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
2023
Q2 		$943K Sell
12,473
-140
-1% -$10.7K 0.23% 104
2023
Q1 		$965K Buy
+12,613
New +$956K 0.25% 96

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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Intercontinental Wealth Advisors's BSV Position: Q2 2023 in Review

Intercontinental Wealth Advisors reduced its Vanguard Short-Term Bond ETF (BSV) stake by 1.1% in Q2 2023, selling an estimated $10.7K and leaving 12,473 shares worth $943K. The position accounts for 0.23% of the portfolio, ranked #104.

Intercontinental Wealth Advisors first reported a position in BSV in Q1 2023 and has held it in 2 quarters since. The position peaked at $965K in Q1 2023. 1,140 funds tracked by Wall St. Rank hold BSV as of Q2 2023.

  • Intercontinental Wealth Advisors held 12,473 shares of Vanguard Short-Term Bond ETF worth $943K as of Q2 2023.
  • Intercontinental Wealth Advisors sold 140 Vanguard Short-Term Bond ETF shares in Q2 2023, an estimated $10.7K.
  • Vanguard Short-Term Bond ETF made up 0.23% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #104 holding.
  • Intercontinental Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q1 2023 and has held it in 2 quarters since.
  • Intercontinental Wealth Advisors's Vanguard Short-Term Bond ETF position peaked at $965K in Q1 2023.
  • 1,140 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.