Pacific Sun Financial’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Pacific Sun Financial’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 Q4	–	Sell	-2,860	Closed	-$215K	–	173
2023 Q3	$215K	Sell	2,860 -2,800	-49%	-$211K	0.15%	156
2023 Q2	$433K	Buy	+5,660	New	+$431K	0.29%	109
2022 Q4	$439K	Sell	5,830 -1,300	-18%	-$97.5K	0.31%	103
2022 Q3	$533K	Sell	7,130 -250	-3%	-$19.1K	0.37%	83
2022 Q2	$567K	Sell	7,380 -530	-7%	-$40.8K	0.37%	83
2022 Q1	$616K	Sell	7,910 -50	-0.6%	-$3.97K	0.34%	89
2021 Q4	$643K	Hold	7,960	–	–	0.34%	87
2021 Q3	$652K	Buy	+7,960	New	+$654K	0.37%	83
2020 Q3	$263K	Buy	+3,165	New	+$263K	0.22%	123

Other funds holding BSV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Pacific Sun Financial's BSV Position: Q4 2023 in Review

Pacific Sun Financial sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2023, closing a stake of 2,860 shares — an estimated $215K sold.

Pacific Sun Financial first reported a position in BSV in Q3 2020 and held it in 9 quarters. The position peaked at $652K in Q3 2021. 1,206 funds tracked by Wall St. Rank hold BSV as of Q4 2023.

Pacific Sun Financial reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2023 after selling out during the quarter.
Pacific Sun Financial sold 2,860 Vanguard Short-Term Bond ETF shares in Q4 2023, an estimated $215K.
Pacific Sun Financial first reported a position in Vanguard Short-Term Bond ETF in Q3 2020 and held it in 9 quarters.
Pacific Sun Financial's Vanguard Short-Term Bond ETF position peaked at $652K in Q3 2021.
1,206 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2023.

Based on Pacific Sun Financial's 13F filing for Q4 2023, filed 8 Feb 2024.