Syverson Strege & Co’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Syverson Strege & Co’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
2023 Q1	–	Sell	-2,248	Closed	-$169K	–	668
2022 Q4	$169K	Buy	2,248 +1,721	+327%	+$129K	0.08%	69
2022 Q3	$39K	Sell	527 -27,293	-98%	-$2.09M	0.02%	128
2022 Q2	$2.14M	Buy	+27,820	New	+$2.14M	0.79%	21

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Syverson Strege & Co's BSV Position: Q1 2023 in Review

Syverson Strege & Co sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2023, closing a stake of 2,248 shares — an estimated $169K sold.

Syverson Strege & Co first reported a position in BSV in Q2 2022 and held it in 3 quarters. The position peaked at $2.14M in Q2 2022. 1,135 funds tracked by Wall St. Rank hold BSV as of Q1 2023.

Syverson Strege & Co reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2023 after selling out during the quarter.
Syverson Strege & Co sold 2,248 Vanguard Short-Term Bond ETF shares in Q1 2023, an estimated $169K.
Syverson Strege & Co first reported a position in Vanguard Short-Term Bond ETF in Q2 2022 and held it in 3 quarters.
Syverson Strege & Co's Vanguard Short-Term Bond ETF position peaked at $2.14M in Q2 2022.
1,135 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2023.

Based on Syverson Strege & Co's 13F filing for Q1 2023, filed 3 May 2023.