JMF
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Johnson Midwest Financial’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Johnson Midwest Financial’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
Q3 		$19.4K Hold
258
– – 0.04% 143
2023
Q2 		$19.5K Hold
258
– – 0.02% 150
2023
Q1 		$19.7K Hold
258
– – 0.03% 147
2022
Q4 		$19K Hold
258
– – 0.07% 141
2022
Q3 		$19 Buy
+258
New +$19.7K 0.07% 138

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Johnson Midwest Financial's BSV Position: Q3 2023 in Review

Johnson Midwest Financial held its Vanguard Short-Term Bond ETF (BSV) position steady in Q3 2023 at 258 shares worth $19.4K. The position accounts for 0.04% of the portfolio, ranked #143.

Johnson Midwest Financial first reported a position in BSV in Q3 2022 and has held it in 5 quarters since. The position peaked at $19.7K in Q1 2023. 1,127 funds tracked by Wall St. Rank hold BSV as of Q3 2023.

  • Johnson Midwest Financial held 258 shares of Vanguard Short-Term Bond ETF worth $19.4K as of Q3 2023.
  • Johnson Midwest Financial left its Vanguard Short-Term Bond ETF share count unchanged in Q3 2023.
  • Vanguard Short-Term Bond ETF made up 0.04% of Johnson Midwest Financial's portfolio in Q3 2023, its #143 holding.
  • Johnson Midwest Financial first reported a position in Vanguard Short-Term Bond ETF in Q3 2022 and has held it in 5 quarters since.
  • Johnson Midwest Financial's Vanguard Short-Term Bond ETF position peaked at $19.7K in Q1 2023.
  • 1,127 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2023.

Based on Johnson Midwest Financial's 13F filing for Q3 2023, filed 7 Nov 2023.