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SWP Financial’s Vanguard Short-Term Bond ETF BSV Stock Holding History

SWP Financial’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 		– Sell
-77,055
Closed -$6.06M – 69
2024
Q3 		$6.06M Buy
77,055
+6,423
+9% +$500K 3.7% 12
2024
Q2 		$5.42M Buy
+70,632
New +$5.39M 3.58% 11

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

SWP Financial's BSV Position: Q4 2024 in Review

SWP Financial sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2024, closing a stake of 77,055 shares — an estimated $6.06M sold.

SWP Financial first reported a position in BSV in Q2 2024 and held it in 2 quarters. The position peaked at $6.06M in Q3 2024. 1,248 funds tracked by Wall St. Rank hold BSV as of Q4 2024.

  • SWP Financial reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2024 after selling out during the quarter.
  • SWP Financial sold 77,055 Vanguard Short-Term Bond ETF shares in Q4 2024, an estimated $6.06M.
  • SWP Financial first reported a position in Vanguard Short-Term Bond ETF in Q2 2024 and held it in 2 quarters.
  • SWP Financial's Vanguard Short-Term Bond ETF position peaked at $6.06M in Q3 2024.
  • 1,248 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2024.

Based on SWP Financial's 13F filing for Q4 2024, filed 21 Jan 2025.