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S.R. Schill & Associates’s Vanguard Short-Term Bond ETF BSV Stock Holding History

S.R. Schill & Associates’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
-3,141
Closed -$241K – 46
2024
Q2 		$241K Hold
3,141
– – 0.11% 73
2024
Q1 		$241K Hold
3,141
– – 0.1% 76
2023
Q4 		$242K Hold
3,141
– – 0.11% 72
2023
Q3 		$236K Sell
3,141
-105
-3% -$7.92K 0.11% 71
2023
Q2 		$245K Sell
3,246
-505
-13% -$38.5K 0.11% 71
2023
Q1 		$287K Buy
3,751
+62
+2% +$4.7K 0.13% 61
2022
Q4 		$278K Buy
3,689
+548
+17% +$41.1K 0.14% 58
2022
Q3 		$235K Buy
+3,141
New +$240K 0.13% 66

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

S.R. Schill & Associates's BSV Position: Q3 2024 in Review

S.R. Schill & Associates sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2024, closing a stake of 3,141 shares — an estimated $241K sold.

S.R. Schill & Associates first reported a position in BSV in Q3 2022 and held it in 8 quarters. The position peaked at $287K in Q1 2023. 1,143 funds tracked by Wall St. Rank hold BSV as of Q3 2024.

  • S.R. Schill & Associates reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2024 after selling out during the quarter.
  • S.R. Schill & Associates sold 3,141 Vanguard Short-Term Bond ETF shares in Q3 2024, an estimated $241K.
  • S.R. Schill & Associates first reported a position in Vanguard Short-Term Bond ETF in Q3 2022 and held it in 8 quarters.
  • S.R. Schill & Associates's Vanguard Short-Term Bond ETF position peaked at $287K in Q1 2023.
  • 1,143 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2024.

Based on S.R. Schill & Associates's 13F filing for Q3 2024, filed 13 Nov 2024.