Jackson Hole Capital Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Jackson Hole Capital Partners’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
2024 Q3	–	Sell	-4,059	Closed	-$311K	–	275
2024 Q2	$311K	Hold	4,059	–	–	0.07%	166
2024 Q1	$311K	Hold	4,059	–	–	0.07%	164
2023 Q4	$313K	Hold	4,059	–	–	0.08%	164
2023 Q3	$305K	Sell	4,059 -75	-2%	-$5.65K	0.09%	156
2023 Q2	$312K	Hold	4,134	–	–	0.09%	162
2023 Q1	$316K	Sell	4,134 -4,331	-51%	-$328K	0.08%	170
2022 Q4	$637K	Hold	8,465	–	–	0.19%	104
2022 Q3	$633K	Buy	+8,465	New	+$647K	0.19%	104
2022 Q2	–	Sell	-1,554	Closed	-$121K	–	240
2022 Q1	$121K	Buy	+1,554	New	+$123K	0.03%	185

Other funds holding BSV

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 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

Jackson Hole Capital Partners's BSV Position: Q3 2024 in Review

Jackson Hole Capital Partners sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2024, closing a stake of 4,059 shares — an estimated $311K sold.

Jackson Hole Capital Partners first reported a position in BSV in Q1 2022 and held it in 9 quarters. The position peaked at $637K in Q4 2022. 1,143 funds tracked by Wall St. Rank hold BSV as of Q3 2024.

Jackson Hole Capital Partners reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2024 after selling out during the quarter.
Jackson Hole Capital Partners sold 4,059 Vanguard Short-Term Bond ETF shares in Q3 2024, an estimated $311K.
Jackson Hole Capital Partners first reported a position in Vanguard Short-Term Bond ETF in Q1 2022 and held it in 9 quarters.
Jackson Hole Capital Partners's Vanguard Short-Term Bond ETF position peaked at $637K in Q4 2022.
1,143 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2024.

Based on Jackson Hole Capital Partners's 13F filing for Q3 2024, filed 30 Oct 2024.