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WT Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

WT Wealth Management’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
2022
Q2 		– Sell
-3,534
Closed -$275K – 105
2022
Q1 		$275K Buy
+3,534
New +$281K 0.11% 103

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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

WT Wealth Management's BSV Position: Q2 2022 in Review

WT Wealth Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2022, closing a stake of 3,534 shares — an estimated $275K sold.

WT Wealth Management first reported a position in BSV in Q1 2022 and held it in 1 quarter. The position peaked at $275K in Q1 2022. 1,157 funds tracked by Wall St. Rank hold BSV as of Q2 2022.

  • WT Wealth Management reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2022 after selling out during the quarter.
  • WT Wealth Management sold 3,534 Vanguard Short-Term Bond ETF shares in Q2 2022, an estimated $275K.
  • WT Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2022 and held it in 1 quarter.
  • WT Wealth Management's Vanguard Short-Term Bond ETF position peaked at $275K in Q1 2022.
  • 1,157 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2022.

Based on WT Wealth Management's 13F filing for Q2 2022, filed 26 Jul 2022.