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

Peninsula 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
2024 Q4	$380K	Hold	4,914	–	–	0.06%	80
2024 Q3	$384K	Sell	4,914 -1,456	-23%	-$113K	0.07%	76
2024 Q2	$492K	Sell	6,370 -4,939	-44%	-$377K	0.09%	69
2024 Q1	$867K	Sell	11,309 -1,930	-15%	-$148K	0.17%	50
2023 Q4	$1.02M	Sell	13,239 -17,966	-58%	-$1.36M	0.21%	45
2023 Q3	$2.34M	Buy	31,205 +2,557	+9%	+$193K	0.55%	21
2023 Q2	$2.16M	Buy	28,648 +578	+2%	+$44.1K	0.57%	22
2023 Q1	$2.15M	Buy	28,070 +10,998	+64%	+$833K	0.62%	22
2022 Q4	$1.29M	Buy	17,072 +8,735	+105%	+$655K	0.4%	28
2022 Q3	$624K	Buy	8,337 +2,615	+46%	+$200K	0.22%	35
2022 Q2	$439K	Hold	5,722	–	–	0.15%	38
2022 Q1	$446K	Hold	5,722	–	–	0.13%	38
2021 Q4	$463K	Buy	+5,722	New	+$465K	0.12%	41
2020 Q4	–	Sell	-8,911	Closed	-$740K	–	26
2020 Q3	$740K	Buy	8,911 +5,736	+181%	+$477K	0.32%	22
2020 Q2	$264K	Buy	+3,175	New	+$263K	0.12%	42

Other funds holding BSV

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Peninsula Wealth's BSV Position: Q4 2024 in Review

Peninsula Wealth held its Vanguard Short-Term Bond ETF (BSV) position steady in Q4 2024 at 4,914 shares worth $380K. The position accounts for 0.06% of the portfolio, ranked #80.

Peninsula Wealth first reported a position in BSV in Q2 2020 and has held it in 15 quarters since. The position peaked at $2.34M in Q3 2023. 1,247 funds tracked by Wall St. Rank hold BSV as of Q4 2024.

Peninsula Wealth held 4,914 shares of Vanguard Short-Term Bond ETF worth $380K as of Q4 2024.
Peninsula Wealth left its Vanguard Short-Term Bond ETF share count unchanged in Q4 2024.
Vanguard Short-Term Bond ETF made up 0.06% of Peninsula Wealth's portfolio in Q4 2024, its #80 holding.
Peninsula Wealth first reported a position in Vanguard Short-Term Bond ETF in Q2 2020 and has held it in 15 quarters since.
Peninsula Wealth's Vanguard Short-Term Bond ETF position peaked at $2.34M in Q3 2023.
1,247 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2024.

Based on Peninsula Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.