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

Triad Financial Advisors’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	$12.1M	Buy	161,076 +4,005	+3%	+$302K	4.26%	7
2023 Q2	$11.9M	Buy	157,071 +5,411	+4%	+$412K	4.87%	5
2023 Q1	$11.6M	Buy	151,660 +3,770	+3%	+$286K	5.05%	5
2022 Q4	$11.1M	Buy	147,890 +136,143	+1,159%	+$10.2M	4.96%	4
2022 Q3	$879K	Buy	+11,747	New	+$898K	0.48%	27

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

Triad Financial Advisors's BSV Position: Q3 2023 in Review

Triad Financial Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 2.5% in Q3 2023, buying an estimated $302K and bringing the position to 161,076 shares worth $12.1M. The position accounts for 4.26% of the portfolio, ranked #7.

Triad Financial Advisors first reported a position in BSV in Q3 2022 and has held it in 5 quarters since. 1,127 funds tracked by Wall St. Rank hold BSV as of Q3 2023.

Triad Financial Advisors held 161,076 shares of Vanguard Short-Term Bond ETF worth $12.1M as of Q3 2023.
Triad Financial Advisors bought 4,005 Vanguard Short-Term Bond ETF shares in Q3 2023, an estimated $302K.
Vanguard Short-Term Bond ETF made up 4.26% of Triad Financial Advisors's portfolio in Q3 2023, its #7 holding.
Triad Financial Advisors first reported a position in Vanguard Short-Term Bond ETF in Q3 2022 and has held it in 5 quarters since.
1,127 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2023.

Based on Triad Financial Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.