Onyx Bridge Wealth Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Onyx Bridge Wealth Group’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
2023 Q2	–	Sell	-3,443	Closed	-$263K	–	239
2023 Q1	$263K	Sell	3,443 -949	-22%	-$71.9K	0.11%	138
2022 Q4	$333K	Sell	4,392 -762	-15%	-$57.2K	0.14%	113
2022 Q3	$385K	Sell	5,154 -745	-13%	-$56.9K	0.18%	95
2022 Q2	$455K	Sell	5,899 -2,197	-27%	-$169K	0.2%	72
2022 Q1	$626K	Buy	8,096 +1,692	+26%	+$134K	0.24%	50
2021 Q4	$517K	Buy	6,404 +553	+9%	+$45K	0.17%	74
2021 Q3	$477K	Sell	5,851 -6,962	-54%	-$572K	0.18%	69
2021 Q2	$1.05M	Buy	12,813 +8,074	+170%	+$664K	0.46%	23
2021 Q1	$389K	Buy	+4,739	New	+$391K	0.19%	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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Onyx Bridge Wealth Group's BSV Position: Q2 2023 in Review

Onyx Bridge Wealth Group sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2023, closing a stake of 3,443 shares — an estimated $263K sold.

Onyx Bridge Wealth Group first reported a position in BSV in Q1 2021 and held it in 9 quarters. The position peaked at $1.05M in Q2 2021. 1,140 funds tracked by Wall St. Rank hold BSV as of Q2 2023.

Onyx Bridge Wealth Group reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2023 after selling out during the quarter.
Onyx Bridge Wealth Group sold 3,443 Vanguard Short-Term Bond ETF shares in Q2 2023, an estimated $263K.
Onyx Bridge Wealth Group first reported a position in Vanguard Short-Term Bond ETF in Q1 2021 and held it in 9 quarters.
Onyx Bridge Wealth Group's Vanguard Short-Term Bond ETF position peaked at $1.05M in Q2 2021.
1,140 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2023.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2023, filed 25 Jul 2023.