INVST’s Vanguard Short-Term Bond ETF BSV Stock Holding History

INVST’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	-2,734	Closed	-$206K	–	219
2023 Q3	$206K	Buy	+2,734	New	+$206K	0.03%	181

Other funds holding BSV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

INVST's BSV Position: Q4 2023 in Review

INVST sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2023, closing a stake of 2,734 shares — an estimated $206K sold.

INVST first reported a position in BSV in Q3 2023 and held it in 1 quarter. The position peaked at $206K in Q3 2023. 1,205 funds tracked by Wall St. Rank hold BSV as of Q4 2023.

INVST reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2023 after selling out during the quarter.
INVST sold 2,734 Vanguard Short-Term Bond ETF shares in Q4 2023, an estimated $206K.
INVST first reported a position in Vanguard Short-Term Bond ETF in Q3 2023 and held it in 1 quarter.
INVST's Vanguard Short-Term Bond ETF position peaked at $206K in Q3 2023.
1,205 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2023.

Based on INVST's 13F filing for Q4 2023, filed 7 Feb 2024.