Agilis Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Agilis Partners’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 Q1	–	Sell	-5,169	Closed	-$418K	–	24
2021 Q4	$418K	Hold	5,169	–	–	0.21%	25
2021 Q3	$424K	Hold	5,169	–	–	0.21%	26
2021 Q2	$425K	Sell	5,169 -95,785	-95%	-$7.88M	0.23%	25
2021 Q1	$8.3M	Sell	100,954 -11,548	-10%	-$953K	3.77%	8
2020 Q4	$9.33M	Hold	112,502	–	–	4.37%	8
2020 Q3	$9.34M	Buy	+112,502	New	+$9.35M	3.5%	11
2017 Q3	–	Sell	-479,650	Closed	-$38.3M	–	17
2017 Q2	$38.3M	Buy	+479,650	New	+$38.3M	12.21%	4
2016 Q4	–	Sell	-479,650	Closed	-$38.8M	–	18
2016 Q3	$38.8M	Buy	+479,650	New	+$38.8M	14.12%	4

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

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

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

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

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

BCMIO

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Agilis Partners's BSV Position: Q1 2022 in Review

Agilis Partners sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2022, closing a stake of 5,169 shares — an estimated $418K sold.

Agilis Partners first reported a position in BSV in Q3 2016 and held it in 8 quarters. The position peaked at $38.8M in Q3 2016. 1,159 funds tracked by Wall St. Rank hold BSV as of Q1 2022.

Agilis Partners reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2022 after selling out during the quarter.
Agilis Partners sold 5,169 Vanguard Short-Term Bond ETF shares in Q1 2022, an estimated $418K.
Agilis Partners first reported a position in Vanguard Short-Term Bond ETF in Q3 2016 and held it in 8 quarters.
Agilis Partners's Vanguard Short-Term Bond ETF position peaked at $38.8M in Q3 2016.
1,159 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2022.

Based on Agilis Partners's 13F filing for Q1 2022, filed 11 May 2022.