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Kiely Wealth Advisory Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Kiely Wealth Advisory Group’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 		$6.78M Buy
87,702
+10,777
+14% +$836K 4.36% 7
2024
Q3 		$5.94M Buy
+76,925
New +$5.99M 3.76% 7

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

Kiely Wealth Advisory Group's BSV Position: Q4 2024 in Review

Kiely Wealth Advisory Group increased its Vanguard Short-Term Bond ETF (BSV) stake by 14% in Q4 2024, buying an estimated $836K and bringing the position to 87,702 shares worth $6.78M. The position accounts for 4.36% of the portfolio, ranked #7.

Kiely Wealth Advisory Group first reported a position in BSV in Q3 2024 and has held it in 2 quarters since. 1,247 funds tracked by Wall St. Rank hold BSV as of Q4 2024.

  • Kiely Wealth Advisory Group held 87,702 shares of Vanguard Short-Term Bond ETF worth $6.78M as of Q4 2024.
  • Kiely Wealth Advisory Group bought 10,777 Vanguard Short-Term Bond ETF shares in Q4 2024, an estimated $836K.
  • Vanguard Short-Term Bond ETF made up 4.36% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #7 holding.
  • Kiely Wealth Advisory Group first reported a position in Vanguard Short-Term Bond ETF in Q3 2024 and has held it in 2 quarters since.
  • 1,247 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.