Meitav Investment House’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Meitav Investment House’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 Q1	–	Sell	-4,571	Closed	-$350K	–	238
2023 Q4	$350K	Sell	4,571 -72	-2%	-$5.45K	0.01%	277
2023 Q3	$348K	Sell	4,643 -422	-8%	-$31.8K	0.01%	271
2023 Q2	$382K	Hold	5,065	–	–	0.01%	297
2023 Q1	$390K	Buy	5,065 +167	+3%	+$12.7K	0.01%	302
2022 Q4	$368K	Sell	4,898 -130	-3%	-$9.75K	0.01%	308
2022 Q3	$376K	Buy	+5,028	New	+$384K	0.01%	305
2022 Q2	–	Sell	-5,474	Closed	-$425K	–	342
2022 Q1	$425K	Sell	5,474 -1,258	-19%	-$99.9K	0.01%	320
2021 Q4	$543K	Sell	6,732 -149	-2%	-$12.1K	0.01%	304
2021 Q3	$562K	Sell	6,881 -122	-2%	-$10K	0.01%	301
2021 Q2	$574K	Buy	7,003 +2,196	+46%	+$181K	0.01%	298
2021 Q1	$395	Buy	+4,807	New	+$397K	0.01%	296

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Meitav Investment House's BSV Position: Q1 2024 in Review

Meitav Investment House sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2024, closing a stake of 4,571 shares — an estimated $350K sold.

Meitav Investment House first reported a position in BSV in Q1 2021 and held it in 11 quarters. The position peaked at $574K in Q2 2021. 1,158 funds tracked by Wall St. Rank hold BSV as of Q1 2024.

Meitav Investment House reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2024 after selling out during the quarter.
Meitav Investment House sold 4,571 Vanguard Short-Term Bond ETF shares in Q1 2024, an estimated $350K.
Meitav Investment House first reported a position in Vanguard Short-Term Bond ETF in Q1 2021 and held it in 11 quarters.
Meitav Investment House's Vanguard Short-Term Bond ETF position peaked at $574K in Q2 2021.
1,158 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2024.

Based on Meitav Investment House's 13F filing for Q1 2024, filed 1 May 2024.