RBC
BSV icon

Romano Brothers & Co’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Romano Brothers & Co’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
-313
Closed -$23.6K – 390
2022
Q4 		$23.6K Buy
+313
New +$23.5K ﹤0.01% 591

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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

Romano Brothers & Co's BSV Position: Q1 2023 in Review

Romano Brothers & Co sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2023, closing a stake of 313 shares — an estimated $23.6K sold.

Romano Brothers & Co first reported a position in BSV in Q4 2022 and held it in 1 quarter. The position peaked at $23.6K in Q4 2022. 1,135 funds tracked by Wall St. Rank hold BSV as of Q1 2023.

  • Romano Brothers & Co reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 313 Vanguard Short-Term Bond ETF shares in Q1 2023, an estimated $23.6K.
  • Romano Brothers & Co first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's Vanguard Short-Term Bond ETF position peaked at $23.6K in Q4 2022.
  • 1,135 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.