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

Sugarloaf Wealth 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 		$159K Sell
2,061
-868
-30% -$67.4K 0.03% 194
2024
Q3 		$230K Buy
2,929
+558
+24% +$43.5K 0.04% 145
2024
Q2 		$182K Buy
2,371
+453
+24% +$34.6K 0.04% 157
2024
Q1 		$147K Buy
1,918
+437
+30% +$33.5K 0.03% 191
2023
Q4 		$114K Buy
1,481
+681
+85% +$51.5K 0.03% 211
2023
Q3 		$60.1K Hold
800
– – 0.02% 263
2023
Q2 		$60.5K Hold
800
– – 0.01% 262
2023
Q1 		$61.2K Hold
800
– – 0.02% 262
2022
Q4 		$60.2K Hold
800
– – 0.02% 260
2022
Q3 		$60K Hold
800
– – 0.02% 260
2022
Q2 		$61K Sell
800
-1,231
-61% -$94.8K 0.02% 255
2022
Q1 		$158K Buy
2,031
+2
+0.1% +$159 0.04% 145
2021
Q4 		$164K Buy
2,029
+8
+0.4% +$651 0.04% 146
2021
Q3 		$166K Buy
2,021
+3
+0.1% +$247 0.04% 141
2021
Q2 		$166K Buy
2,018
+604
+43% +$49.7K 0.05% 140
2021
Q1 		$116 Sell
1,414
-344
-20% -$28.4K 0.03% 166
2020
Q4 		$146K Buy
1,758
+6
+0.3% +$497 0.05% 139
2020
Q3 		$145K Sell
1,752
-406
-19% -$33.7K 0.05% 130
2020
Q2 		$179K Buy
2,158
+6
+0.3% +$496 0.07% 118
2020
Q1 		$177K Buy
2,152
+5
+0.2% +$406 0.08% 106
2019
Q4 		$173K Buy
+2,147
New +$173K 0.07% 125

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Sugarloaf Wealth Management's BSV Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 30% in Q4 2024, selling an estimated $67.4K and leaving 2,061 shares worth $159K. The position accounts for 0.03% of the portfolio, ranked #194.

Sugarloaf Wealth Management first reported a position in BSV in Q4 2019 and has held it in 21 quarters since. The position peaked at $230K in Q3 2024. 1,247 funds tracked by Wall St. Rank hold BSV as of Q4 2024.

  • Sugarloaf Wealth Management held 2,061 shares of Vanguard Short-Term Bond ETF worth $159K as of Q4 2024.
  • Sugarloaf Wealth Management sold 868 Vanguard Short-Term Bond ETF shares in Q4 2024, an estimated $67.4K.
  • Vanguard Short-Term Bond ETF made up 0.03% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #194 holding.
  • Sugarloaf Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's Vanguard Short-Term Bond ETF position peaked at $230K in Q3 2024.
  • 1,247 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.