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Retirement Financial Solutions’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Retirement Financial Solutions’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
Q1 		– Sell
-16
Closed -$1.2K – 56
2022
Q4 		$1.2K Buy
+16
New +$1.2K ﹤0.01% 239

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BCMIO
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JP Morgan Chase
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Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 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
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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Retirement Financial Solutions's BSV Position: Q1 2023 in Review

Retirement Financial Solutions sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2023, closing a stake of 16 shares — an estimated $1.2K sold.

Retirement Financial Solutions first reported a position in BSV in Q4 2022 and held it in 1 quarter. The position peaked at $1.2K in Q4 2022. 1,135 funds tracked by Wall St. Rank hold BSV as of Q1 2023.

  • Retirement Financial Solutions reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Retirement Financial Solutions sold 16 Vanguard Short-Term Bond ETF shares in Q1 2023, an estimated $1.2K.
  • Retirement Financial Solutions first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and held it in 1 quarter.
  • Retirement Financial Solutions's Vanguard Short-Term Bond ETF position peaked at $1.2K in Q4 2022.
  • 1,135 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2023.

Based on Retirement Financial Solutions's 13F filing for Q1 2023, filed 26 Apr 2023.