MSCM
BSV icon

McElhenny Sheffield Capital Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

McElhenny Sheffield Capital Management’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
Q1 		– Sell
-212
Closed -$16K – 154
2022
Q4 		$16K Buy
+212
New +$15.9K 0.01% 285

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

McElhenny Sheffield Capital Management's BSV Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2023, closing a stake of 212 shares — an estimated $16K sold.

McElhenny Sheffield Capital Management first reported a position in BSV in Q4 2022 and held it in 1 quarter. The position peaked at $16K in Q4 2022. 1,135 funds tracked by Wall St. Rank hold BSV as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 212 Vanguard Short-Term Bond ETF shares in Q1 2023, an estimated $16K.
  • McElhenny Sheffield Capital Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's Vanguard Short-Term Bond ETF position peaked at $16K in Q4 2022.
  • 1,135 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.