Kistler-Tiffany Companies’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Kistler-Tiffany Companies’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 Q2	$1.28M	Buy	16,936 +16,083	+1,885%	+$1.23M	0.21%	94
2023 Q1	$65.2K	Hold	853	–	–	0.01%	412
2022 Q4	$64.2K	Hold	853	–	–	0.01%	396
2022 Q3	$64K	Hold	853	–	–	0.01%	348
2022 Q2	$66K	Sell	853 -154	-15%	-$11.9K	0.01%	344
2022 Q1	$78K	Hold	1,007	–	–	0.01%	333
2021 Q4	$81K	Hold	1,007	–	–	0.02%	319
2021 Q3	$83K	Hold	1,007	–	–	0.02%	298
2021 Q2	$83K	Hold	1,007	–	–	0.02%	297
2021 Q1	$83K	Buy	1,007 +820	+439%	+$67.7K	0.02%	264
2020 Q4	$16K	Hold	187	–	–	﹤0.01%	451
2020 Q3	$16K	Hold	187	–	–	0.01%	416
2020 Q2	$16K	Sell	187 -36	-16%	-$2.98K	0.01%	382
2020 Q1	$18K	Hold	223	–	–	0.01%	370
2019 Q4	$18K	Hold	223	–	–	0.01%	377
2019 Q3	$18K	Buy	223 +187	+519%	+$15.1K	0.01%	379
2019 Q2	$3K	Hold	36	–	–	﹤0.01%	529
2019 Q1	$3K	Sell	36 -17	-32%	-$1.34K	﹤0.01%	524
2018 Q4	$4K	Buy	53 +16	+43%	+$1.25K	﹤0.01%	489
2018 Q3	$3K	Sell	37 -1,871	-98%	-$146K	﹤0.01%	524
2018 Q2	$149K	Buy	1,908 +37	+2%	+$2.89K	0.07%	148
2018 Q1	$147K	Buy	1,871 +279	+18%	+$21.9K	0.06%	158
2017 Q4	$126K	Buy	1,592 +314	+25%	+$24.9K	0.05%	182
2017 Q3	$102K	Buy	+1,278	New	+$102K	0.04%	196
2015 Q2	–	Sell	-265	Closed	-$21K	–	609
2015 Q1	$21K	Buy	+265	New	+$21.3K	0.01%	352

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kistler-Tiffany Companies's BSV Position: Q2 2023 in Review

Kistler-Tiffany Companies increased its Vanguard Short-Term Bond ETF (BSV) stake by 1,885% in Q2 2023, buying an estimated $1.23M and bringing the position to 16,936 shares worth $1.28M. The position accounts for 0.21% of the portfolio, ranked #94.

Kistler-Tiffany Companies first reported a position in BSV in Q1 2015 and has held it in 25 quarters since. 1,140 funds tracked by Wall St. Rank hold BSV as of Q2 2023.

Kistler-Tiffany Companies held 16,936 shares of Vanguard Short-Term Bond ETF worth $1.28M as of Q2 2023.
Kistler-Tiffany Companies bought 16,083 Vanguard Short-Term Bond ETF shares in Q2 2023, an estimated $1.23M.
Vanguard Short-Term Bond ETF made up 0.21% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #94 holding.
Kistler-Tiffany Companies first reported a position in Vanguard Short-Term Bond ETF in Q1 2015 and has held it in 25 quarters since.
1,140 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.