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

SMART 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
Q3 		– Sell
-35,600
Closed -$2.73M – 144
2024
Q2 		$2.73M Buy
35,600
+29,866
+521% +$2.28M 1.1% 27
2024
Q1 		$440K Sell
5,734
-15,283
-73% -$1.17M 0.2% 73
2023
Q4 		$1.62M Sell
21,017
-352
-2% -$26.6K 0.88% 24
2023
Q3 		$1.61M Buy
21,369
+970
+5% +$73.1K 1.21% 24
2023
Q2 		$1.54M Buy
20,399
+2,530
+14% +$193K 1.16% 27
2023
Q1 		$1.37M Sell
17,869
-9,348
-34% -$708K 1.21% 26
2022
Q4 		$2.05M Buy
+27,217
New +$2.04M 1.54% 23

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

SMART Wealth's BSV Position: Q3 2024 in Review

SMART Wealth sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2024, closing a stake of 35,600 shares — an estimated $2.73M sold.

SMART Wealth first reported a position in BSV in Q4 2022 and held it in 7 quarters. The position peaked at $2.73M in Q2 2024. 1,143 funds tracked by Wall St. Rank hold BSV as of Q3 2024.

  • SMART Wealth reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2024 after selling out during the quarter.
  • SMART Wealth sold 35,600 Vanguard Short-Term Bond ETF shares in Q3 2024, an estimated $2.73M.
  • SMART Wealth first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and held it in 7 quarters.
  • SMART Wealth's Vanguard Short-Term Bond ETF position peaked at $2.73M in Q2 2024.
  • 1,143 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2024.

Based on SMART Wealth's 13F filing for Q3 2024, filed 16 Dec 2024.