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Keystone Financial Group (Kentucky)’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Keystone Financial Group (Kentucky)’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
Q2 		– Sell
-2,750
Closed -$211K – 181
2024
Q1 		$211K Sell
2,750
-1,708
-38% -$131K 0.03% 323
2023
Q4 		$343K Sell
4,458
-1,550
-26% -$117K 0.06% 195
2023
Q3 		$452K Sell
6,008
-1,683
-22% -$127K 0.08% 168
2023
Q2 		$581K Buy
+7,691
New +$586K 0.1% 138
2022
Q4 		$804K Sell
10,681
-171
-2% -$12.8K 0.16% 108
2022
Q3 		$812K Buy
10,852
+143
+1% +$10.9K 0.16% 105
2022
Q2 		$822K Sell
10,709
-226
-2% -$17.4K 0.16% 110
2022
Q1 		$852K Buy
10,935
+1,272
+13% +$101K 0.14% 116
2021
Q4 		$781K Sell
9,663
-346
-3% -$28.1K 0.13% 125
2021
Q3 		$820K Sell
10,009
-598
-6% -$49.1K 0.15% 121
2021
Q2 		$871K Buy
10,607
+536
+5% +$44.1K 0.16% 119
2021
Q1 		$828K Sell
10,071
-46
-0.5% -$3.8K 0.16% 119
2020
Q4 		$839K Buy
10,117
+1,494
+17% +$124K 0.17% 110
2020
Q3 		$716K Buy
8,623
+3,768
+78% +$313K 0.18% 114
2020
Q2 		$404K Buy
+4,855
New +$402K 0.11% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
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
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s BSV Position: Q2 2024 in Review

Keystone Financial Group (Kentucky) sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2024, closing a stake of 2,750 shares — an estimated $211K sold.

Keystone Financial Group (Kentucky) first reported a position in BSV in Q2 2020 and held it in 15 quarters. The position peaked at $871K in Q2 2021. 1,131 funds tracked by Wall St. Rank hold BSV as of Q2 2024.

  • Keystone Financial Group (Kentucky) reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Keystone Financial Group (Kentucky) sold 2,750 Vanguard Short-Term Bond ETF shares in Q2 2024, an estimated $211K.
  • Keystone Financial Group (Kentucky) first reported a position in Vanguard Short-Term Bond ETF in Q2 2020 and held it in 15 quarters.
  • Keystone Financial Group (Kentucky)'s Vanguard Short-Term Bond ETF position peaked at $871K in Q2 2021.
  • 1,131 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2024.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2024, filed 31 Jul 2024.