KDA
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Kraft Davis & Associates’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Kraft Davis & Associates’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 		– Sell
-5,034
Closed -$391K – 143
2024
Q3 		$391K Sell
5,034
-1,571
-24% -$122K 0.12% 88
2024
Q2 		$511K Sell
6,605
-448
-6% -$34.2K 0.15% 73
2024
Q1 		$538K Sell
7,053
-3,398
-33% -$261K 0.16% 74
2023
Q4 		$804K Buy
10,451
+2,329
+29% +$176K 0.24% 55
2023
Q3 		$607K Sell
8,122
-888
-10% -$66.9K 0.23% 55
2023
Q2 		$678K Buy
+9,010
New +$687K 0.24% 55
2022
Q4 		$1.79M Buy
+23,772
New +$1.78M 0.71% 33

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

Kraft Davis & Associates's BSV Position: Q4 2024 in Review

Kraft Davis & Associates sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2024, closing a stake of 5,034 shares — an estimated $391K sold.

Kraft Davis & Associates first reported a position in BSV in Q4 2022 and held it in 7 quarters. The position peaked at $1.79M in Q4 2022. 1,247 funds tracked by Wall St. Rank hold BSV as of Q4 2024.

  • Kraft Davis & Associates reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Kraft Davis & Associates sold 5,034 Vanguard Short-Term Bond ETF shares in Q4 2024, an estimated $391K.
  • Kraft Davis & Associates first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and held it in 7 quarters.
  • Kraft Davis & Associates's Vanguard Short-Term Bond ETF position peaked at $1.79M in Q4 2022.
  • 1,247 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2024.

Based on Kraft Davis & Associates's 13F filing for Q4 2024, filed 13 Feb 2025.