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Signify Wealth Last Quarter Change: USA ETF, Reduced

Signify Wealth quarter change: USA ETF, Reduced

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2024-09-30 to 2024-12-31, Signify Wealth opened 3 positions, added to 12, reduced 1, sold out of 4 and left 0 unchanged. The largest increase in value was ABFL (+$4,288,146); the largest decrease was ABFL (-$3,986,558).

  • BSV: Country of operation —; Class SHORT TRM BOND; Shares 2024-09-30 2,871; Shares 2024-12-31 2,678.

Two Form 13F-HR filings compared (SEC CIK 1769062): 2024-09-30 (filed 2024-10-30) and 2024-12-31 (filed 2025-02-06). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

StockCountry of operationClassShares 2024-09-30Shares 2024-12-31Share changeValue 2024-09-30Value 2024-12-31Value change
BSV
VANGUARD BD INDEX FDS
SHORT TRM BOND2,8712,678-193$225,919$206,929-$18,990

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