1834 Investment Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

1834 Investment 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
2022 Q3	–	Sell	-129	Closed	-$10K	–	231
2022 Q2	$10K	Sell	129 -753	-85%	-$58K	﹤0.01%	373
2022 Q1	$69K	Sell	882 -64	-7%	-$5.08K	0.01%	239
2021 Q4	$76K	Sell	946 -414	-30%	-$33.7K	0.01%	244
2021 Q3	$111K	Sell	1,360 -159	-10%	-$13.1K	0.01%	222
2021 Q2	$125K	Sell	1,519 -155	-9%	-$12.8K	0.02%	221
2021 Q1	$138K	Hold	1,674	–	–	0.02%	220
2020 Q4	$139K	Hold	1,674	–	–	0.02%	219
2020 Q3	$139K	Hold	1,674	–	–	0.02%	212
2020 Q2	$139K	Hold	1,674	–	–	0.02%	199
2020 Q1	$138K	Sell	1,674 -41	-2%	-$3.33K	0.03%	202
2019 Q4	$138K	Sell	1,715 -547	-24%	-$44.1K	0.02%	218
2019 Q3	$182K	Buy	2,262 +367	+19%	+$29.6K	0.03%	208
2019 Q2	$152K	Buy	1,895 +1,331	+236%	+$106K	0.02%	211
2019 Q1	$45K	Hold	564	–	–	0.01%	280
2018 Q4	$44K	Sell	564 -9	-2%	-$702	0.01%	274
2018 Q3	$45K	Hold	573	–	–	0.01%	281
2018 Q2	$45K	Hold	573	–	–	0.01%	280
2018 Q1	$45K	Buy	573 +373	+187%	+$29.3K	0.01%	284
2017 Q4	$16K	Buy	+200	New	+$15.9K	﹤0.01%	377

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

1834 Investment Advisors's BSV Position: Q3 2022 in Review

1834 Investment Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2022, closing a stake of 129 shares — an estimated $10K sold.

1834 Investment Advisors first reported a position in BSV in Q4 2017 and held it in 19 quarters. The position peaked at $182K in Q3 2019. 1,130 funds tracked by Wall St. Rank hold BSV as of Q3 2022.

1834 Investment Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2022 after selling out during the quarter.
1834 Investment Advisors sold 129 Vanguard Short-Term Bond ETF shares in Q3 2022, an estimated $10K.
1834 Investment Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2017 and held it in 19 quarters.
1834 Investment Advisors's Vanguard Short-Term Bond ETF position peaked at $182K in Q3 2019.
1,130 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.