Tilia Fiduciary Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Tilia Fiduciary Partners’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 Q3	–	Sell	-638	Closed	-$48.2K	–	145
2023 Q2	$48.2K	Buy	638 +2	+0.3%	+$152	0.04%	220
2023 Q1	$48.7K	Buy	636 +1	+0.2%	+$76	0.05%	211
2022 Q4	$47.8K	Buy	635 +1	+0.2%	+$75	0.05%	205
2022 Q3	$47K	Sell	634 -249	-28%	-$19K	0.05%	203
2022 Q2	$68K	Sell	883 -14	-2%	-$1.08K	0.06%	174
2022 Q1	$70K	Hold	897	–	–	0.06%	186
2021 Q4	$72K	Buy	+897	New	+$73K	0.06%	187

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

UCFA

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

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

Tilia Fiduciary Partners's BSV Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2023, closing a stake of 638 shares — an estimated $48.2K sold.

Tilia Fiduciary Partners first reported a position in BSV in Q4 2021 and held it in 7 quarters. The position peaked at $72K in Q4 2021. 1,128 funds tracked by Wall St. Rank hold BSV as of Q3 2023.

Tilia Fiduciary Partners reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2023 after selling out during the quarter.
Tilia Fiduciary Partners sold 638 Vanguard Short-Term Bond ETF shares in Q3 2023, an estimated $48.2K.
Tilia Fiduciary Partners first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and held it in 7 quarters.
Tilia Fiduciary Partners's Vanguard Short-Term Bond ETF position peaked at $72K in Q4 2021.
1,128 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.