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RWA Wealth Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

RWA Wealth Partners’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
-3,337
Closed -$256K – 561
2024
Q2 		$256K Buy
+3,337
New +$255K ﹤0.01% 485
2023
Q4 		– Sell
-2,860
Closed -$215K – 519
2023
Q3 		$215K Hold
2,860
– – ﹤0.01% 354
2023
Q2 		$216K Buy
+2,860
New +$218K ﹤0.01% 310
2022
Q4 		– Sell
-13,785
Closed -$1.03M – 259
2022
Q3 		$1.03M Buy
13,785
+6
+0% +$458 0.07% 121
2022
Q2 		$1.06M Sell
13,779
-2,266
-14% -$175K 0.07% 122
2022
Q1 		$1.25M Sell
16,045
-4,841
-23% -$384K 0.08% 122
2021
Q4 		$1.69M Buy
20,886
+307
+1% +$25K 0.11% 105
2021
Q3 		$1.69M Sell
20,579
-8,270
-29% -$680K 0.13% 105
2021
Q2 		$2.37M Sell
28,849
-6,856
-19% -$564K 0.18% 91
2021
Q1 		$2.94M Buy
35,705
+20
+0.1% +$1.65K 0.24% 83
2020
Q4 		$2.96M Sell
35,685
-3,146
-8% -$261K 0.26% 79
2020
Q3 		$3.23M Sell
38,831
-375,822
-91% -$31.2M 0.34% 64
2020
Q2 		$34.5M Sell
414,653
-296,356
-42% -$24.5M 4.21% 4
2020
Q1 		$58.4M Buy
711,009
+43,701
+7% +$3.55M 8.28% 1
2019
Q4 		$53.8M Buy
667,308
+27,647
+4% +$2.23M 5.33% 2
2019
Q3 		$51.7M Sell
639,661
-25,512
-4% -$2.06M 5.46% 2
2019
Q2 		$53.6M Buy
665,173
+26,570
+4% +$2.12M 5.75% 2
2019
Q1 		$50.8M Buy
638,603
+47,214
+8% +$3.73M 5.81% 2
2018
Q4 		$46.5M Buy
591,389
+50,237
+9% +$3.92M 6.11% 2
2018
Q3 		$42.2M Buy
541,152
+324,471
+150% +$25.3M 4.73% 3
2018
Q2 		$16.9M Buy
216,681
+23,637
+12% +$1.85M 1.89% 9
2018
Q1 		$15.1M Buy
193,044
+104,591
+118% +$8.22M 1.95% 8
2017
Q4 		$7M Buy
88,453
+84,436
+2,102% +$6.71M 0.79% 30
2017
Q3 		$321K Buy
4,017
+179
+5% +$14.3K 0.04% 187
2017
Q2 		$306K Buy
3,838
+179
+5% +$14.3K 0.04% 158
2017
Q1 		$292K Buy
3,659
+181
+5% +$14.4K 0.04% 158
2016
Q4 		$276K Buy
+3,478
New +$278K 0.25% 36

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

RWA Wealth Partners's BSV Position: Q3 2024 in Review

RWA Wealth Partners sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2024, closing a stake of 3,337 shares — an estimated $256K sold.

RWA Wealth Partners first reported a position in BSV in Q4 2016 and held it in 27 quarters. The position peaked at $58.4M in Q1 2020. 1,143 funds tracked by Wall St. Rank hold BSV as of Q3 2024.

  • RWA Wealth Partners reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2024 after selling out during the quarter.
  • RWA Wealth Partners sold 3,337 Vanguard Short-Term Bond ETF shares in Q3 2024, an estimated $256K.
  • RWA Wealth Partners first reported a position in Vanguard Short-Term Bond ETF in Q4 2016 and held it in 27 quarters.
  • RWA Wealth Partners's Vanguard Short-Term Bond ETF position peaked at $58.4M in Q1 2020.
  • 1,143 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2024.

Based on RWA Wealth Partners's 13F filing for Q3 2024, filed 8 Nov 2024.