KB Financial Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

KB Financial 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
2023 Q3	$376K	Hold	5,006	–	–	0.11%	120
2023 Q2	$378K	Sell	5,006 -1	-0%	-$76	0.1%	125
2023 Q1	$383K	Sell	5,007 -766	-13%	-$58K	0.11%	116
2022 Q4	$435K	Buy	5,773 +943	+20%	+$70.7K	0.15%	106
2022 Q3	$361K	Hold	4,830	–	–	0.13%	112
2022 Q2	$371K	Sell	4,830 -301	-6%	-$23.2K	0.13%	102
2022 Q1	$400K	Sell	5,131 -2,580	-33%	-$205K	0.11%	106
2021 Q4	$623K	Sell	7,711 -5,703	-43%	-$464K	0.18%	48
2021 Q3	$1.1M	Sell	13,414 -613	-4%	-$50.4K	0.4%	19
2021 Q2	$1.15M	Sell	14,027 -33,613	-71%	-$2.77M	0.44%	19
2021 Q1	$3.92M	Buy	+47,640	New	+$3.93M	1.67%	11

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KB Financial Partners's BSV Position: Q3 2023 in Review

KB Financial Partners held its Vanguard Short-Term Bond ETF (BSV) position steady in Q3 2023 at 5,006 shares worth $376K. The position accounts for 0.11% of the portfolio, ranked #120.

KB Financial Partners first reported a position in BSV in Q1 2021 and has held it in 11 quarters since. The position peaked at $3.92M in Q1 2021. 1,127 funds tracked by Wall St. Rank hold BSV as of Q3 2023.

KB Financial Partners held 5,006 shares of Vanguard Short-Term Bond ETF worth $376K as of Q3 2023.
KB Financial Partners left its Vanguard Short-Term Bond ETF share count unchanged in Q3 2023.
Vanguard Short-Term Bond ETF made up 0.11% of KB Financial Partners's portfolio in Q3 2023, its #120 holding.
KB Financial Partners first reported a position in Vanguard Short-Term Bond ETF in Q1 2021 and has held it in 11 quarters since.
KB Financial Partners's Vanguard Short-Term Bond ETF position peaked at $3.92M in Q1 2021.
1,127 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.