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

Northwest 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
2024 Q2	–	Sell	-1,462	Closed	-$112K	–	475
2024 Q1	$112K	Hold	1,462	–	–	0.04%	169
2023 Q4	$113K	Hold	1,462	–	–	0.04%	167
2023 Q3	$110K	Hold	1,462	–	–	0.04%	157
2023 Q2	$110K	Buy	+1,462	New	+$111K	0.05%	151
2022 Q2	–	Sell	-2,784	Closed	-$217K	–	94
2022 Q1	$217K	Sell	2,784 -21	-0.7%	-$1.67K	0.1%	94
2021 Q4	$223K	Sell	2,805 -3,750	-57%	-$305K	0.11%	86
2021 Q3	$534K	Buy	6,555 +3,589	+121%	+$295K	0.28%	51
2021 Q2	$244K	Hold	2,966	–	–	0.14%	71
2021 Q1	$244K	Buy	+2,966	New	+$245K	0.18%	55

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Northwest Capital Management's BSV Position: Q2 2024 in Review

Northwest Capital Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2024, closing a stake of 1,462 shares — an estimated $112K sold.

Northwest Capital Management first reported a position in BSV in Q1 2021 and held it in 9 quarters. The position peaked at $534K in Q3 2021. 1,131 funds tracked by Wall St. Rank hold BSV as of Q2 2024.

Northwest Capital Management reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2024 after selling out during the quarter.
Northwest Capital Management sold 1,462 Vanguard Short-Term Bond ETF shares in Q2 2024, an estimated $112K.
Northwest Capital Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2021 and held it in 9 quarters.
Northwest Capital Management's Vanguard Short-Term Bond ETF position peaked at $534K in Q3 2021.
1,131 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2024.

Based on Northwest Capital Management's 13F filing for Q2 2024, filed 9 Jul 2024.