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Sound Stewardship’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Sound Stewardship’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
-9,031
Closed -$696K – 64
2023
Q4 		$696K Sell
9,031
-729
-7% -$55.2K 0.46% 37
2023
Q3 		$734K Buy
9,760
+264
+3% +$19.9K 0.49% 37
2023
Q2 		$718K Sell
9,496
-1,615
-15% -$123K 0.47% 36
2023
Q1 		$850K Sell
11,111
-279
-2% -$21.1K 0.57% 34
2022
Q4 		$857K Buy
+11,390
New +$855K 0.63% 34

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Allworth Financial
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sound Stewardship's BSV Position: Q1 2024 in Review

Sound Stewardship sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2024, closing a stake of 9,031 shares — an estimated $696K sold.

Sound Stewardship first reported a position in BSV in Q4 2022 and held it in 5 quarters. The position peaked at $857K in Q4 2022. 1,161 funds tracked by Wall St. Rank hold BSV as of Q1 2024.

  • Sound Stewardship reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Sound Stewardship sold 9,031 Vanguard Short-Term Bond ETF shares in Q1 2024, an estimated $696K.
  • Sound Stewardship first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and held it in 5 quarters.
  • Sound Stewardship's Vanguard Short-Term Bond ETF position peaked at $857K in Q4 2022.
  • 1,161 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2024.

Based on Sound Stewardship's 13F filing for Q1 2024, filed 8 May 2024.