MW
BSV icon

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

Milestone Wealth’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
2022
Q3 		$65K Hold
863
– – 0.07% 94
2022
Q2 		$66K Sell
863
-38
-4% -$2.93K 0.07% 94
2022
Q1 		$73K Hold
901
– – 0.06% 103
2021
Q4 		$73K Buy
+901
New +$73.3K 0.06% 103

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Milestone Wealth's BSV Position: Q3 2022 in Review

Milestone Wealth held its Vanguard Short-Term Bond ETF (BSV) position steady in Q3 2022 at 863 shares worth $65K. The position accounts for 0.07% of the portfolio, ranked #94.

Milestone Wealth first reported a position in BSV in Q4 2021 and has held it in 4 quarters since. The position peaked at $73K in Q1 2022. 1,130 funds tracked by Wall St. Rank hold BSV as of Q3 2022.

  • Milestone Wealth held 863 shares of Vanguard Short-Term Bond ETF worth $65K as of Q3 2022.
  • Milestone Wealth left its Vanguard Short-Term Bond ETF share count unchanged in Q3 2022.
  • Vanguard Short-Term Bond ETF made up 0.07% of Milestone Wealth's portfolio in Q3 2022, its #94 holding.
  • Milestone Wealth first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Vanguard Short-Term Bond ETF position peaked at $73K in Q1 2022.
  • 1,130 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.