SSWM
BSV icon

Sheets Smith Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Sheets Smith 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
2023
Q4 		– Sell
-133
Closed -$10K – 364
2023
Q3 		$10K Buy
+133
New +$10K ﹤0.01% 453

Other funds holding BSV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
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

Sheets Smith Wealth Management's BSV Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2023, closing a stake of 133 shares — an estimated $10K sold.

Sheets Smith Wealth Management first reported a position in BSV in Q3 2023 and held it in 1 quarter. The position peaked at $10K in Q3 2023. 1,205 funds tracked by Wall St. Rank hold BSV as of Q4 2023.

  • Sheets Smith Wealth Management reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2023 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 133 Vanguard Short-Term Bond ETF shares in Q4 2023, an estimated $10K.
  • Sheets Smith Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q3 2023 and held it in 1 quarter.
  • Sheets Smith Wealth Management's Vanguard Short-Term Bond ETF position peaked at $10K in Q3 2023.
  • 1,205 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.