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Merriman Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Merriman Wealth 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
2024
Q4 		$1.52M Buy
19,657
+713
+4% +$55.3K 0.06% 70
2024
Q3 		$1.49M Buy
18,944
+1,732
+10% +$135K 0.06% 83
2024
Q2 		$1.32M Buy
17,212
+2,230
+15% +$170K 0.06% 84
2024
Q1 		$1.15M Buy
14,982
+1,710
+13% +$131K 0.05% 88
2023
Q4 		$1.02M Buy
13,272
+381
+3% +$28.8K 0.05% 91
2023
Q3 		$969K Buy
12,891
+1,838
+17% +$139K 0.05% 81
2023
Q2 		$835K Buy
11,053
+1,805
+20% +$138K 0.04% 118
2023
Q1 		$707K Sell
9,248
-46
-0.5% -$3.49K 0.04% 116
2022
Q4 		$700K Sell
9,294
-358
-4% -$26.9K 0.04% 124
2022
Q3 		$722K Sell
9,652
-480
-5% -$36.7K 0.05% 78
2022
Q2 		$778K Buy
+10,132
New +$781K 0.05% 76

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 $1.47T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B 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 $24.6B 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