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

Realta Investment 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
Q3 		– Sell
-6,988
Closed -$536K – 398
2024
Q2 		$536K Sell
6,988
-54
-0.8% -$4.12K 0.11% 212
2024
Q1 		$540K Sell
7,042
-5
-0.1% -$384 0.11% 220
2023
Q4 		$543K Sell
7,047
-162
-2% -$12.3K 0.12% 210
2023
Q3 		$545K Sell
7,209
-220
-3% -$16.6K 0.13% 194
2023
Q2 		$561K Sell
7,429
-1,248
-14% -$95.1K 0.12% 196
2023
Q1 		$664K Sell
8,677
-529
-6% -$40.1K 0.16% 151
2022
Q4 		$693K Sell
9,206
-575
-6% -$43.1K 0.17% 140
2022
Q3 		$732K Buy
9,781
+33
+0.3% +$2.52K 0.19% 135
2022
Q2 		$751K Sell
9,748
-67
-0.7% -$5.16K 0.18% 128
2022
Q1 		$765K Sell
9,815
-105
-1% -$8.34K 0.15% 148
2021
Q4 		$802K Sell
9,920
-190
-2% -$15.5K 0.18% 140
2021
Q3 		$828K Buy
10,110
+487
+5% +$40K 0.2% 133
2021
Q2 		$791K Buy
9,623
+1,616
+20% +$133K 0.19% 142
2021
Q1 		$658K Buy
8,007
+198
+3% +$16.3K 0.17% 155
2020
Q4 		$647K Buy
7,809
+155
+2% +$12.8K 0.18% 131
2020
Q3 		$636K Buy
7,654
+4,700
+159% +$391K 0.21% 110
2020
Q2 		$246K Buy
2,954
+35
+1% +$2.9K 0.08% 281
2020
Q1 		$240K Buy
2,919
+507
+21% +$41.2K 0.1% 231
2019
Q4 		$195K Buy
2,412
+73
+3% +$5.89K 0.05% 345
2019
Q3 		$189K Sell
2,339
-240
-9% -$19.4K 0.05% 341
2019
Q2 		$208K Sell
2,579
-806
-24% -$64.3K 0.06% 321
2019
Q1 		$272K Buy
+3,385
New +$267K 0.12% 220

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Realta Investment Advisors's BSV Position: Q3 2024 in Review

Realta Investment Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2024, closing a stake of 6,988 shares — an estimated $536K sold.

Realta Investment Advisors first reported a position in BSV in Q1 2019 and held it in 22 quarters. The position peaked at $828K in Q3 2021. 1,143 funds tracked by Wall St. Rank hold BSV as of Q3 2024.

  • Realta Investment Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 6,988 Vanguard Short-Term Bond ETF shares in Q3 2024, an estimated $536K.
  • Realta Investment Advisors first reported a position in Vanguard Short-Term Bond ETF in Q1 2019 and held it in 22 quarters.
  • Realta Investment Advisors's Vanguard Short-Term Bond ETF position peaked at $828K in Q3 2021.
  • 1,143 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.