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

Tidemark’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 Q2	–	Sell	-324	Closed	-$24.8K	–	639
2024 Q1	$24.8K	Hold	324	–	–	0.01%	311
2023 Q4	$25K	Buy	+324	New	+$24.5K	0.02%	306

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Tidemark's BSV Position: Q2 2024 in Review

Tidemark sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2024, closing a stake of 324 shares — an estimated $24.8K sold.

Tidemark first reported a position in BSV in Q4 2023 and held it in 2 quarters. The position peaked at $25K in Q4 2023. 1,132 funds tracked by Wall St. Rank hold BSV as of Q2 2024.

Tidemark reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2024 after selling out during the quarter.
Tidemark sold 324 Vanguard Short-Term Bond ETF shares in Q2 2024, an estimated $24.8K.
Tidemark first reported a position in Vanguard Short-Term Bond ETF in Q4 2023 and held it in 2 quarters.
Tidemark's Vanguard Short-Term Bond ETF position peaked at $25K in Q4 2023.
1,132 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2024.

Based on Tidemark's 13F filing for Q2 2024, filed 12 Aug 2024.