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Vanguard Short-Term Bond ETF shares owned by Carlsbad Wealth Advisory Group

Quarter-by-quarter ownership of Vanguard Short-Term Bond ETF (BSV) shares owned by Carlsbad Wealth Advisory Group from 13F filings

Historical chart of Carlsbad Wealth Advisory Group investment in Vanguard Short-Term Bond ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Short-Term Bond ETF held by Carlsbad Wealth Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Short-Term Bond ETF by Carlsbad Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2023-06-30 $7.6M 101k 75.57

More positions owned by Carlsbad Wealth Advisory Group

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Home Depot (HD)
Vanguard Bd Index Fds Long Term Bond (BLV)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Us Reit Etf (SCHH)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Carlsbad Wealth Advisory Group

Top funds holding Vanguard Short-Term Bond ETF

Envestnet Asset Management
Mercer Global Advisors
Jpmorgan Chase & Co
Goldman Sachs Group
Empower Advisory Group
Hanson McClain Advisors
Northern Trust
Bank of America Corporation
Wells Fargo & Company
Truepoint
LPL Financial
United Capital Financial Advisers
Envestnet Portfolio Solutions
CI Private Wealth
Royal Bank of Canada

View all funds holding Vanguard Short-Term Bond ETF