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TFG Advisers’s Vanguard Short-Term Bond ETF BSV Stock Holding History

TFG Advisers’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
-2,912
Closed -$224K – 204
2023
Q4 		$224K Sell
2,912
-173
-6% -$13.1K 0.09% 189
2023
Q3 		$232K Sell
3,085
-675
-18% -$50.9K 0.11% 172
2023
Q2 		$284K Sell
3,760
-52
-1% -$3.96K 0.13% 160
2023
Q1 		$292K Buy
3,812
+198
+5% +$15K 0.14% 156
2022
Q4 		$272K Sell
3,614
-12
-0.3% -$900 0.14% 157
2022
Q3 		$271K Buy
3,626
+8
+0.2% +$611 0.15% 147
2022
Q2 		$278K Buy
3,618
+8
+0.2% +$616 0.15% 150
2022
Q1 		$281K Buy
3,610
+254
+8% +$20.2K 0.13% 161
2021
Q4 		$271K Sell
3,356
-19
-0.6% -$1.54K 0.12% 173
2021
Q3 		$277K Buy
3,375
+259
+8% +$21.3K 0.13% 161
2021
Q2 		$256K Buy
3,116
+13
+0.4% +$1.07K 0.12% 168
2021
Q1 		$255K Buy
3,103
+618
+25% +$51K 0.13% 163
2020
Q4 		$206K Buy
2,485
+73
+3% +$6.05K 0.11% 177
2020
Q3 		$200K Buy
+2,412
New +$200K 0.12% 170
2020
Q1 		– Sell
-1,969
Closed -$158K – 186
2019
Q4 		$158K Buy
+1,969
New +$159K 0.09% 183

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TFG Advisers's BSV Position: Q1 2024 in Review

TFG Advisers sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2024, closing a stake of 2,912 shares — an estimated $224K sold.

TFG Advisers first reported a position in BSV in Q4 2019 and held it in 15 quarters. The position peaked at $292K in Q1 2023. 1,158 funds tracked by Wall St. Rank hold BSV as of Q1 2024.

  • TFG Advisers reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2024 after selling out during the quarter.
  • TFG Advisers sold 2,912 Vanguard Short-Term Bond ETF shares in Q1 2024, an estimated $224K.
  • TFG Advisers first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and held it in 15 quarters.
  • TFG Advisers's Vanguard Short-Term Bond ETF position peaked at $292K in Q1 2023.
  • 1,158 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2024.

Based on TFG Advisers's 13F filing for Q1 2024, filed 6 May 2024.