Long Run Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Long Run Wealth Advisors’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	-7,750	Closed	-$610K	–	102
2024 Q3	$610K	Hold	7,750	–	–	0.14%	70
2024 Q2	$594K	Hold	7,750	–	–	0.15%	71
2024 Q1	$594K	Sell	7,750 -3,050	-28%	-$234K	0.16%	71
2023 Q4	$832K	Hold	10,800	–	–	0.24%	67
2023 Q3	$812K	Hold	10,800	–	–	0.26%	63
2023 Q2	$816K	Sell	10,800 -4,600	-30%	-$351K	0.26%	67
2023 Q1	$1.18M	Hold	15,400	–	–	0.4%	56
2022 Q4	$1.16M	Sell	15,400 -200	-1%	-$15K	0.42%	58
2022 Q3	$1.17M	Hold	15,600	–	–	0.46%	50
2022 Q2	$1.2M	Hold	15,600	–	–	0.46%	48
2022 Q1	$1.22M	Hold	15,600	–	–	0.43%	50
2021 Q4	$1.26M	Buy	+15,600	New	+$1.27M	0.44%	51

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Long Run Wealth Advisors's BSV Position: Q4 2024 in Review

Long Run Wealth Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2024, closing a stake of 7,750 shares — an estimated $610K sold.

Long Run Wealth Advisors first reported a position in BSV in Q4 2021 and held it in 12 quarters. The position peaked at $1.26M in Q4 2021. 1,247 funds tracked by Wall St. Rank hold BSV as of Q4 2024.

Long Run Wealth Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2024 after selling out during the quarter.
Long Run Wealth Advisors sold 7,750 Vanguard Short-Term Bond ETF shares in Q4 2024, an estimated $610K.
Long Run Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and held it in 12 quarters.
Long Run Wealth Advisors's Vanguard Short-Term Bond ETF position peaked at $1.26M in Q4 2021.
1,247 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2024.

Based on Long Run Wealth Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.