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Intercontinental Wealth Advisors’s Vanguard Ultra-Short Bond ETF VUSB Stock Holding History

Intercontinental Wealth Advisors’s Portfolio VUSB Stock Details VUSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$246K Hold
5,000
– – 0.06% 286
2023
Q1 		$246K Buy
+5,000
New +$246K 0.06% 279

Other funds holding VUSB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return
GSAM
Grant Street Asset Management Canonsburg, Pennsylvania $610M AUM 13.46% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
CFO
Colony Family Offices Charlotte, North Carolina $455M AUM 21.83% 1-Year Est. Return
PCFFS
Pacific Center for Financial Services San Ramon, California $448M AUM 19.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Intercontinental Wealth Advisors held its Vanguard Ultra-Short Bond ETF (VUSB) position steady in Q2 2023 at 5,000 shares worth $246K. The position accounts for 0.06% of the portfolio, ranked #286.

Intercontinental Wealth Advisors first reported a position in VUSB in Q1 2023 and has held it in 2 quarters since. The position peaked at $246K in Q1 2023. 283 funds tracked by Wall St. Rank hold VUSB as of Q2 2023.

  • Intercontinental Wealth Advisors held 5,000 shares of Vanguard Ultra-Short Bond ETF worth $246K as of Q2 2023.
  • Intercontinental Wealth Advisors left its Vanguard Ultra-Short Bond ETF share count unchanged in Q2 2023.
  • Vanguard Ultra-Short Bond ETF made up 0.06% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #286 holding.
  • Intercontinental Wealth Advisors first reported a position in Vanguard Ultra-Short Bond ETF in Q1 2023 and has held it in 2 quarters since.
  • Intercontinental Wealth Advisors's Vanguard Ultra-Short Bond ETF position peaked at $246K in Q1 2023.
  • 283 funds tracked by Wall St. Rank held Vanguard Ultra-Short Bond ETF as of Q2 2023.

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