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

TruWealth 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
2024
Q1 		– Sell
-2,649
Closed -$204K – 166
2023
Q4 		$204K Sell
2,649
-96
-3% -$7.27K 0.02% 149
2023
Q3 		$206K Sell
2,745
-992
-27% -$74.8K 0.02% 144
2023
Q2 		$282K Sell
3,737
-382
-9% -$29.1K 0.02% 122
2023
Q1 		$315K Sell
4,119
-2,499
-38% -$189K 0.03% 111
2022
Q4 		$498K Sell
6,618
-5,336
-45% -$400K 0.05% 89
2022
Q3 		$894K Sell
11,954
-3,761
-24% -$287K 0.09% 74
2022
Q2 		$1.21M Sell
15,715
-6,001
-28% -$462K 0.13% 66
2022
Q1 		$1.69M Sell
21,716
-1,191,200
-98% -$94.6M 0.18% 57
2021
Q4 		$98M Buy
1,212,916
+65,407
+6% +$5.32M 9.93% 1
2021
Q3 		$94M Buy
1,147,509
+50,723
+5% +$4.17M 10.49% 1
2021
Q2 		$90.1M Sell
1,096,786
-6,132
-0.6% -$504K 10.57% 1
2021
Q1 		$90.6M Buy
1,102,918
+119,078
+12% +$9.83M 12.31% 1
2020
Q4 		$81.6M Buy
+983,840
New +$81.5M 12.17% 1

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

TruWealth Advisors's BSV Position: Q1 2024 in Review

TruWealth Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2024, closing a stake of 2,649 shares — an estimated $204K sold.

TruWealth Advisors first reported a position in BSV in Q4 2020 and held it in 13 quarters. The position peaked at $98M in Q4 2021. 1,158 funds tracked by Wall St. Rank hold BSV as of Q1 2024.

  • TruWealth Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2024 after selling out during the quarter.
  • TruWealth Advisors sold 2,649 Vanguard Short-Term Bond ETF shares in Q1 2024, an estimated $204K.
  • TruWealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and held it in 13 quarters.
  • TruWealth Advisors's Vanguard Short-Term Bond ETF position peaked at $98M in Q4 2021.
  • 1,158 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2024.

Based on TruWealth Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.