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

Signify Wealth’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	$207K	Sell	2,678 -193	-7%	-$15K	0.23%	26
2024 Q3	$226K	Sell	2,871 -2,226	-44%	-$173K	0.28%	25
2024 Q2	$391K	Sell	5,097 -1,534	-23%	-$117K	0.56%	20
2024 Q1	$508K	Sell	6,631 -4,832	-42%	-$371K	0.84%	17
2023 Q4	$883K	Sell	11,463 -19,480	-63%	-$1.47M	1.33%	18
2023 Q3	$2.33M	Sell	30,943 -76,558	-71%	-$5.77M	3.13%	13
2023 Q2	$8.12M	Sell	107,501 -9,561	-8%	-$729K	7%	5
2023 Q1	$8.95M	Sell	117,062 -5,161	-4%	-$391K	7.91%	4
2022 Q4	$9.2M	Sell	122,223 -8,120	-6%	-$609K	8.05%	4
2022 Q3	$9.75M	Buy	130,343 +11,960	+10%	+$914K	10.37%	4
2022 Q2	$9.09M	Buy	+118,383	New	+$9.12M	12.6%	3

Other funds holding BSV

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

Signify Wealth's BSV Position: Q4 2024 in Review

Signify Wealth reduced its Vanguard Short-Term Bond ETF (BSV) stake by 6.7% in Q4 2024, selling an estimated $15K and leaving 2,678 shares worth $207K. The position accounts for 0.23% of the portfolio, ranked #26.

Signify Wealth first reported a position in BSV in Q2 2022 and has held it in 11 quarters since. The position peaked at $9.75M in Q3 2022. 1,247 funds tracked by Wall St. Rank hold BSV as of Q4 2024.

Signify Wealth held 2,678 shares of Vanguard Short-Term Bond ETF worth $207K as of Q4 2024.
Signify Wealth sold 193 Vanguard Short-Term Bond ETF shares in Q4 2024, an estimated $15K.
Vanguard Short-Term Bond ETF made up 0.23% of Signify Wealth's portfolio in Q4 2024, its #26 holding.
Signify Wealth first reported a position in Vanguard Short-Term Bond ETF in Q2 2022 and has held it in 11 quarters since.
Signify Wealth's Vanguard Short-Term Bond ETF position peaked at $9.75M in Q3 2022.
1,247 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2024.

Based on Signify Wealth's 13F filing for Q4 2024, filed 6 Feb 2025.