Sage Advisory Services’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Sage Advisory Services’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 Q1	–	Sell	-32,137	Closed	-$2.48M	–	49
2023 Q4	$2.48M	Sell	32,137 -5,685	-15%	-$430K	0.66%	31
2023 Q3	$2.84M	Buy	37,822 +14,685	+63%	+$1.11M	0.8%	26
2023 Q2	$1.75M	Buy	+23,137	New	+$1.76M	0.51%	29
2020 Q1	–	Sell	-64,481	Closed	-$5.2M	–	49
2019 Q4	$5.2M	Sell	64,481 -2,732	-4%	-$220K	1.65%	20
2019 Q3	$5.43M	Sell	67,213 -258,783	-79%	-$20.9M	1.78%	19
2019 Q2	$26.3M	Buy	325,996 +259,666	+391%	+$20.7M	7.7%	2
2019 Q1	$5.28M	Buy	66,330 +33,413	+102%	+$2.64M	0.51%	29
2018 Q4	$2.59M	Buy	32,917 +24,343	+284%	+$1.9M	0.27%	32
2018 Q3	$669K	Sell	8,574 -7,225	-46%	-$564K	0.06%	40
2018 Q2	$1.24M	Buy	15,799 +5,721	+57%	+$447K	0.12%	32
2018 Q1	$791K	Buy	+10,078	New	+$792K	0.08%	39
2017 Q3	–	Sell	-239,290	Closed	-$19.1M	–	45
2017 Q2	$19.1M	Sell	239,290 -838	-0.3%	-$66.9K	2.22%	15
2017 Q1	$19.1M	Sell	240,128 -5,247	-2%	-$418K	2.3%	14
2016 Q4	$19.5M	Sell	245,375 -20,455	-8%	-$1.64M	2.49%	14
2016 Q3	$21.5M	Sell	265,830 -1,062	-0.4%	-$85.9K	2.71%	10
2016 Q2	$21.6M	Buy	266,892 +5,745	+2%	+$463K	2.86%	11
2016 Q1	$21.1M	Sell	261,147 -7,385	-3%	-$592K	2.74%	11
2015 Q4	$21.4M	Buy	268,532 +43,345	+19%	+$3.47M	2.82%	14
2015 Q3	$18.1M	Sell	225,187 -10,449	-4%	-$837K	2.5%	9
2015 Q2	$18.9M	Buy	235,636 +14,723	+7%	+$1.18M	2.6%	11
2015 Q1	$17.8M	Sell	220,913 -4,775	-2%	-$383K	2.38%	13
2014 Q4	$18M	Hold	225,688	–	–	2.5%	8
2014 Q3	$18.1M	Buy	225,688 +1,870	+0.8%	+$150K	2.48%	12
2014 Q2	$18M	Hold	223,818	–	–	2.24%	14
2014 Q1	$17.9M	Buy	223,818 +20,449	+10%	+$1.64M	2.11%	11
2013 Q4	$16.3M	Sell	203,369 -3,590	-2%	-$289K	1.95%	12
2013 Q3	$16.6M	Sell	206,959 -4,776	-2%	-$383K	2.1%	13
2013 Q2	$17M	Buy	+211,735	New	+$17.1M	2.28%	13

Other funds holding BSV

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Sage Advisory Services's BSV Position: Q1 2024 in Review

Sage Advisory Services sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2024, closing a stake of 32,137 shares — an estimated $2.48M sold.

Sage Advisory Services first reported a position in BSV in Q2 2013 and held it in 28 quarters. The position peaked at $26.3M in Q2 2019. 1,159 funds tracked by Wall St. Rank hold BSV as of Q1 2024.

Sage Advisory Services reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2024 after selling out during the quarter.
Sage Advisory Services sold 32,137 Vanguard Short-Term Bond ETF shares in Q1 2024, an estimated $2.48M.
Sage Advisory Services first reported a position in Vanguard Short-Term Bond ETF in Q2 2013 and held it in 28 quarters.
Sage Advisory Services's Vanguard Short-Term Bond ETF position peaked at $26.3M in Q2 2019.
1,159 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2024.

Based on Sage Advisory Services's 13F filing for Q1 2024, filed 26 Apr 2024.