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

Strategies Wealth Advisors’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
2022
Q2 		$227K Sell
2,955
-8
-0.3% -$616 0.07% 77
2022
Q1 		$231K Buy
+2,963
New +$235K 0.06% 77

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Strategies Wealth Advisors's BSV Position: Q2 2022 in Review

Strategies Wealth Advisors reduced its Vanguard Short-Term Bond ETF (BSV) stake by 0.27% in Q2 2022, selling an estimated $616 and leaving 2,955 shares worth $227K. The position accounts for 0.07% of the portfolio, ranked #77.

Strategies Wealth Advisors first reported a position in BSV in Q1 2022 and has held it in 2 quarters since. The position peaked at $231K in Q1 2022. 1,157 funds tracked by Wall St. Rank hold BSV as of Q2 2022.

  • Strategies Wealth Advisors held 2,955 shares of Vanguard Short-Term Bond ETF worth $227K as of Q2 2022.
  • Strategies Wealth Advisors sold 8 Vanguard Short-Term Bond ETF shares in Q2 2022, an estimated $616.
  • Vanguard Short-Term Bond ETF made up 0.07% of Strategies Wealth Advisors's portfolio in Q2 2022, its #77 holding.
  • Strategies Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q1 2022 and has held it in 2 quarters since.
  • Strategies Wealth Advisors's Vanguard Short-Term Bond ETF position peaked at $231K in Q1 2022.
  • 1,157 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2022.

Based on Strategies Wealth Advisors's 13F filing for Q2 2022, filed 27 Jun 2023.