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Portfolio Strategies’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Portfolio Strategies’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
-18,474
Closed -$1.42M – 46
2024
Q1 		$1.42M Buy
+18,474
New +$1.42M 0.1% 55

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
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

Portfolio Strategies's BSV Position: Q2 2024 in Review

Portfolio Strategies sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2024, closing a stake of 18,474 shares — an estimated $1.42M sold.

Portfolio Strategies first reported a position in BSV in Q1 2024 and held it in 1 quarter. The position peaked at $1.42M in Q1 2024. 1,131 funds tracked by Wall St. Rank hold BSV as of Q2 2024.

  • Portfolio Strategies reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Portfolio Strategies sold 18,474 Vanguard Short-Term Bond ETF shares in Q2 2024, an estimated $1.42M.
  • Portfolio Strategies first reported a position in Vanguard Short-Term Bond ETF in Q1 2024 and held it in 1 quarter.
  • Portfolio Strategies's Vanguard Short-Term Bond ETF position peaked at $1.42M in Q1 2024.
  • 1,131 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2024.

Based on Portfolio Strategies's 13F filing for Q2 2024, filed 12 Aug 2024.