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IronBridge Private Wealth’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

IronBridge Private Wealth’s Portfolio VGSH Stock Details VGSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-18,695
Closed -$1.08M – 53
2024
Q2 		$1.08M Buy
+18,695
New +$1.08M 0.41% 32
2023
Q2 		– Sell
-109,209
Closed -$6.39M – 42
2023
Q1 		$6.39M Buy
+109,209
New +$6.34M 4.09% 7

Other funds holding VGSH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

IronBridge Private Wealth's VGSH Position: Q3 2024 in Review

IronBridge Private Wealth sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q3 2024, closing a stake of 18,695 shares — an estimated $1.08M sold.

IronBridge Private Wealth first reported a position in VGSH in Q1 2023 and held it in 2 quarters. The position peaked at $6.39M in Q1 2023. 843 funds tracked by Wall St. Rank hold VGSH as of Q3 2024.

  • IronBridge Private Wealth reported no remaining Vanguard Short-Term Treasury ETF position as of Q3 2024 after selling out during the quarter.
  • IronBridge Private Wealth sold 18,695 Vanguard Short-Term Treasury ETF shares in Q3 2024, an estimated $1.08M.
  • IronBridge Private Wealth first reported a position in Vanguard Short-Term Treasury ETF in Q1 2023 and held it in 2 quarters.
  • IronBridge Private Wealth's Vanguard Short-Term Treasury ETF position peaked at $6.39M in Q1 2023.
  • 843 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q3 2024.

Based on IronBridge Private Wealth's 13F filing for Q3 2024, filed 14 Nov 2024.