Redwood Financial Network’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Redwood Financial Network’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
2023 Q3	–	Sell	-4,146	Closed	-$313K	–	139
2023 Q2	$313K	Sell	4,146 -1,159	-22%	-$88.3K	0.29%	105
2023 Q1	$406K	Buy	5,305 +756	+17%	+$57.3K	0.41%	84
2022 Q4	$342K	Buy	4,549 +942	+26%	+$70.7K	0.39%	85
2022 Q3	$270K	Buy	3,607 +10	+0.3%	+$764	0.31%	103
2022 Q2	$276K	Buy	3,597 +10	+0.3%	+$770	0.3%	105
2022 Q1	$279K	Buy	+3,587	New	+$285K	0.26%	114

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Redwood Financial Network's BSV Position: Q3 2023 in Review

Redwood Financial Network sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2023, closing a stake of 4,146 shares — an estimated $313K sold.

Redwood Financial Network first reported a position in BSV in Q1 2022 and held it in 6 quarters. The position peaked at $406K in Q1 2023. 1,127 funds tracked by Wall St. Rank hold BSV as of Q3 2023.

Redwood Financial Network reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2023 after selling out during the quarter.
Redwood Financial Network sold 4,146 Vanguard Short-Term Bond ETF shares in Q3 2023, an estimated $313K.
Redwood Financial Network first reported a position in Vanguard Short-Term Bond ETF in Q1 2022 and held it in 6 quarters.
Redwood Financial Network's Vanguard Short-Term Bond ETF position peaked at $406K in Q1 2023.
1,127 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2023.

Based on Redwood Financial Network's 13F filing for Q3 2023, filed 8 Nov 2023.