Robertson Stephens Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Robertson Stephens Wealth Management’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	-3,034	Closed	-$233K	–	621
2024 Q2	$233K	Buy	+3,034	New	+$231K	0.01%	458
2024 Q1	–	Sell	-7,628	Closed	-$587K	–	496
2023 Q4	$587K	Buy	7,628 +457	+6%	+$34.6K	0.04%	284
2023 Q3	$539K	Buy	+7,171	New	+$541K	0.04%	293
2022 Q2	–	Sell	-6,159	Closed	-$479K	–	379
2022 Q1	$479K	Sell	6,159 -21	-0.3%	-$1.67K	0.04%	257
2021 Q4	$499K	Buy	+6,180	New	+$503K	0.04%	254

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Robertson Stephens Wealth Management's BSV Position: Q3 2024 in Review

Robertson Stephens Wealth Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2024, closing a stake of 3,034 shares — an estimated $233K sold.

Robertson Stephens Wealth Management first reported a position in BSV in Q4 2021 and held it in 5 quarters. The position peaked at $587K in Q4 2023. 1,143 funds tracked by Wall St. Rank hold BSV as of Q3 2024.

Robertson Stephens Wealth Management reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2024 after selling out during the quarter.
Robertson Stephens Wealth Management sold 3,034 Vanguard Short-Term Bond ETF shares in Q3 2024, an estimated $233K.
Robertson Stephens Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and held it in 5 quarters.
Robertson Stephens Wealth Management's Vanguard Short-Term Bond ETF position peaked at $587K in Q4 2023.
1,143 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2024.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.