Jackson Grant Investment Advisers’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Jackson Grant Investment Advisers’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	–	Sell	-700	Closed	-$53.5K	–	426
2023 Q1	$53.5K	Hold	700	–	–	0.03%	178
2022 Q4	$52.7K	Hold	700	–	–	0.03%	174
2022 Q3	$52K	Hold	700	–	–	0.03%	168
2022 Q2	$54K	Hold	700	–	–	0.03%	173
2022 Q1	$55K	Buy	+700	New	+$55.6K	0.02%	188
2021 Q4	–	Sell	-700	Closed	-$57K	–	286
2021 Q3	$57K	Hold	700	–	–	0.03%	191
2021 Q2	$58K	Sell	700 -250	-26%	-$20.6K	0.03%	187
2021 Q1	$78K	Hold	950	–	–	0.04%	160
2020 Q4	$79K	Buy	+950	New	+$78.7K	0.04%	149

Other funds holding BSV

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

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

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

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

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

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

Jackson Grant Investment Advisers's BSV Position: Q2 2023 in Review

Jackson Grant Investment Advisers sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2023, closing a stake of 700 shares — an estimated $53.5K sold.

Jackson Grant Investment Advisers first reported a position in BSV in Q4 2020 and held it in 9 quarters. The position peaked at $79K in Q4 2020. 1,140 funds tracked by Wall St. Rank hold BSV as of Q2 2023.

Jackson Grant Investment Advisers reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2023 after selling out during the quarter.
Jackson Grant Investment Advisers sold 700 Vanguard Short-Term Bond ETF shares in Q2 2023, an estimated $53.5K.
Jackson Grant Investment Advisers first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and held it in 9 quarters.
Jackson Grant Investment Advisers's Vanguard Short-Term Bond ETF position peaked at $79K in Q4 2020.
1,140 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2023.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2023, filed 1 Aug 2023.