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Kades & Cheifetz’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Kades & Cheifetz’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
Q4 		$4M Buy
51,780
+43,430
+520% +$3.37M 2.05% 14
2024
Q3 		$657K Buy
8,350
+4,748
+132% +$370K 0.38% 54
2024
Q2 		$276K Buy
+3,602
New +$275K 0.17% 79

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kades & Cheifetz's BSV Position: Q4 2024 in Review

Kades & Cheifetz increased its Vanguard Short-Term Bond ETF (BSV) stake by 520% in Q4 2024, buying an estimated $3.37M and bringing the position to 51,780 shares worth $4M. The position accounts for 2.05% of the portfolio, ranked #14.

Kades & Cheifetz first reported a position in BSV in Q2 2024 and has held it in 3 quarters since. 1,247 funds tracked by Wall St. Rank hold BSV as of Q4 2024.

  • Kades & Cheifetz held 51,780 shares of Vanguard Short-Term Bond ETF worth $4M as of Q4 2024.
  • Kades & Cheifetz bought 43,430 Vanguard Short-Term Bond ETF shares in Q4 2024, an estimated $3.37M.
  • Vanguard Short-Term Bond ETF made up 2.05% of Kades & Cheifetz's portfolio in Q4 2024, its #14 holding.
  • Kades & Cheifetz first reported a position in Vanguard Short-Term Bond ETF in Q2 2024 and has held it in 3 quarters since.
  • 1,247 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2024.

Based on Kades & Cheifetz's 13F filing for Q4 2024, filed 13 Jan 2025.