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

PSI 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
2024 Q1	–	Sell	-44	Closed	-$3.39K	–	811
2023 Q4	$3.39K	Hold	44	–	–	﹤0.01%	674
2023 Q3	$3.31K	Sell	44 -16	-27%	-$1.21K	﹤0.01%	643
2023 Q2	$4.53K	Buy	+60	New	+$4.57K	﹤0.01%	596
2022 Q4	–	Sell	-6	Closed	–	–	780
2022 Q3	$0	Buy	+6	New	+$458	﹤0.01%	769
2020 Q1	–	Sell	-132	Closed	-$10K	–	166
2019 Q4	$10K	Buy	+132	New	+$10.7K	0.01%	462

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

PSI Advisors's BSV Position: Q1 2024 in Review

PSI Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2024, closing a stake of 44 shares — an estimated $3.39K sold.

PSI Advisors first reported a position in BSV in Q4 2019 and held it in 5 quarters. The position peaked at $10K in Q4 2019. 1,158 funds tracked by Wall St. Rank hold BSV as of Q1 2024.

PSI Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2024 after selling out during the quarter.
PSI Advisors sold 44 Vanguard Short-Term Bond ETF shares in Q1 2024, an estimated $3.39K.
PSI Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and held it in 5 quarters.
PSI Advisors's Vanguard Short-Term Bond ETF position peaked at $10K in Q4 2019.
1,158 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2024.

Based on PSI Advisors's 13F filing for Q1 2024, filed 24 Apr 2024.