Key Bridge Compliance’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Key Bridge Compliance’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	$774K	Buy	+10,291	New	+$776K	0.24%	68

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Key Bridge Compliance's BSV Position: Q3 2023 in Review

Key Bridge Compliance opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q3 2023: 10,291 shares worth $774K. The stake represents 0.24% of the portfolio and ranks #68 among its holdings.

1,126 funds tracked by Wall St. Rank hold BSV as of Q3 2023.

Key Bridge Compliance held 10,291 shares of Vanguard Short-Term Bond ETF worth $774K as of Q3 2023.
Vanguard Short-Term Bond ETF was a new Key Bridge Compliance position in Q3 2023.
Vanguard Short-Term Bond ETF made up 0.24% of Key Bridge Compliance's portfolio in Q3 2023, its #68 holding.
1,126 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2023.

Based on Key Bridge Compliance's 13F filing for Q3 2023, filed 13 Oct 2023.