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Maiden Cove Capital’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Maiden Cove Capital’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 		$600K Buy
7,769
+1,850
+31% +$144K 0.92% 30
2024
Q3 		$466K Buy
5,919
+1,877
+46% +$146K 0.73% 38
2024
Q2 		$308K Buy
+4,042
New +$308K 0.67% 36

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Maiden Cove Capital's BSV Position: Q4 2024 in Review

Maiden Cove Capital increased its Vanguard Short-Term Bond ETF (BSV) stake by 31% in Q4 2024, buying an estimated $144K and bringing the position to 7,769 shares worth $600K. The position accounts for 0.92% of the portfolio, ranked #30.

Maiden Cove Capital first reported a position in BSV in Q2 2024 and has held it in 3 quarters since. 1,250 funds tracked by Wall St. Rank hold BSV as of Q4 2024.

  • Maiden Cove Capital held 7,769 shares of Vanguard Short-Term Bond ETF worth $600K as of Q4 2024.
  • Maiden Cove Capital bought 1,850 Vanguard Short-Term Bond ETF shares in Q4 2024, an estimated $144K.
  • Vanguard Short-Term Bond ETF made up 0.92% of Maiden Cove Capital's portfolio in Q4 2024, its #30 holding.
  • Maiden Cove Capital first reported a position in Vanguard Short-Term Bond ETF in Q2 2024 and has held it in 3 quarters since.
  • 1,250 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2024.

Based on Maiden Cove Capital's 13F filing for Q4 2024, filed 16 Jan 2025.