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SignalPoint Asset Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

SignalPoint Asset 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
2024
Q4 		$5.85M Buy
75,675
+28,223
+59% +$2.19M 1.42% 12
2024
Q3 		$3.74M Buy
47,452
+13,971
+42% +$1.09M 0.87% 18
2024
Q2 		$2.57M Buy
33,481
+30,146
+904% +$2.3M 0.69% 31
2024
Q1 		$256K Buy
+3,335
New +$256K 0.07% 202

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SignalPoint Asset Management's BSV Position: Q4 2024 in Review

SignalPoint Asset Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 59% in Q4 2024, buying an estimated $2.19M and bringing the position to 75,675 shares worth $5.85M. The position accounts for 1.42% of the portfolio, ranked #12.

SignalPoint Asset Management first reported a position in BSV in Q1 2024 and has held it in 4 quarters since. 1,248 funds tracked by Wall St. Rank hold BSV as of Q4 2024.

  • SignalPoint Asset Management held 75,675 shares of Vanguard Short-Term Bond ETF worth $5.85M as of Q4 2024.
  • SignalPoint Asset Management bought 28,223 Vanguard Short-Term Bond ETF shares in Q4 2024, an estimated $2.19M.
  • Vanguard Short-Term Bond ETF made up 1.42% of SignalPoint Asset Management's portfolio in Q4 2024, its #12 holding.
  • SignalPoint Asset Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2024 and has held it in 4 quarters since.
  • 1,248 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2024.

Based on SignalPoint Asset Management's 13F filing for Q4 2024, filed 14 Jan 2025.