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

Ratio Wealth Group’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
2021
Q1 		– Sell
-5,782
Closed -$479K – 49
2020
Q4 		$479K Buy
+5,782
New +$479K 0.26% 30

Other funds holding BSV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
MIM
MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ratio Wealth Group's BSV Position: Q1 2021 in Review

Ratio Wealth Group sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2021, closing a stake of 5,782 shares — an estimated $479K sold.

Ratio Wealth Group first reported a position in BSV in Q4 2020 and held it in 1 quarter. The position peaked at $479K in Q4 2020. 1,023 funds tracked by Wall St. Rank hold BSV as of Q1 2021.

  • Ratio Wealth Group reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Ratio Wealth Group sold 5,782 Vanguard Short-Term Bond ETF shares in Q1 2021, an estimated $479K.
  • Ratio Wealth Group first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and held it in 1 quarter.
  • Ratio Wealth Group's Vanguard Short-Term Bond ETF position peaked at $479K in Q4 2020.
  • 1,023 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2021.

Based on Ratio Wealth Group's 13F filing for Q1 2021, filed 27 Mar 2023.