Parkside Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Parkside Advisors’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	-7,895	Closed	-$593K	–	80
2023 Q3	$593K	Buy	+7,895	New	+$595K	0.18%	41
2023 Q1	–	Sell	-27,030	Closed	-$2.03M	–	77
2022 Q4	$2.03M	Buy	+27,030	New	+$2.03M	0.71%	22
2022 Q3	–	Sell	-11,178	Closed	-$858K	–	61
2022 Q2	$858K	Buy	+11,178	New	+$861K	0.31%	31

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Parkside Advisors's BSV Position: Q4 2023 in Review

Parkside Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2023, closing a stake of 7,895 shares — an estimated $593K sold.

Parkside Advisors first reported a position in BSV in Q2 2022 and held it in 3 quarters. The position peaked at $2.03M in Q4 2022. 1,208 funds tracked by Wall St. Rank hold BSV as of Q4 2023.

Parkside Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2023 after selling out during the quarter.
Parkside Advisors sold 7,895 Vanguard Short-Term Bond ETF shares in Q4 2023, an estimated $593K.
Parkside Advisors first reported a position in Vanguard Short-Term Bond ETF in Q2 2022 and held it in 3 quarters.
Parkside Advisors's Vanguard Short-Term Bond ETF position peaked at $2.03M in Q4 2022.
1,208 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2023.

Based on Parkside Advisors's 13F filing for Q4 2023, filed 8 Jan 2024.