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InterOcean Capital Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

InterOcean Capital Group’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
Q4 		– Sell
-2,851
Closed -$214K – 479
2023
Q3 		$214K Sell
2,851
-35
-1% -$2.64K 0.01% 404
2023
Q2 		$218K Sell
2,886
-471
-14% -$35.9K 0.01% 399
2023
Q1 		$257K Sell
3,357
-7,791
-70% -$590K 0.01% 344
2022
Q4 		$839K Buy
+11,148
New +$836K 0.03% 199

Other funds holding BSV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

InterOcean Capital Group's BSV Position: Q4 2023 in Review

InterOcean Capital Group sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2023, closing a stake of 2,851 shares — an estimated $214K sold.

InterOcean Capital Group first reported a position in BSV in Q4 2022 and held it in 4 quarters. The position peaked at $839K in Q4 2022. 1,207 funds tracked by Wall St. Rank hold BSV as of Q4 2023.

  • InterOcean Capital Group reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2023 after selling out during the quarter.
  • InterOcean Capital Group sold 2,851 Vanguard Short-Term Bond ETF shares in Q4 2023, an estimated $214K.
  • InterOcean Capital Group first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and held it in 4 quarters.
  • InterOcean Capital Group's Vanguard Short-Term Bond ETF position peaked at $839K in Q4 2022.
  • 1,207 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2023.

Based on InterOcean Capital Group's 13F filing for Q4 2023, filed 9 Feb 2024.