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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 $424B AUM 22.96% 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

Merriman Wealth Management's BSV Position: Q4 2024 in Review

Merriman Wealth Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 3.8% in Q4 2024, buying an estimated $55.3K and bringing the position to 19,657 shares worth $1.52M. The position accounts for 0.06% of the portfolio, ranked #70.

Merriman Wealth Management first reported a position in BSV in Q2 2022 and has held it in 11 quarters since. 1,248 funds tracked by Wall St. Rank hold BSV as of Q4 2024.

  • Merriman Wealth Management held 19,657 shares of Vanguard Short-Term Bond ETF worth $1.52M as of Q4 2024.
  • Merriman Wealth Management bought 713 Vanguard Short-Term Bond ETF shares in Q4 2024, an estimated $55.3K.
  • Vanguard Short-Term Bond ETF made up 0.06% of Merriman Wealth Management's portfolio in Q4 2024, its #70 holding.
  • Merriman Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q2 2022 and has held it in 11 quarters since.
  • 1,248 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.