American Portfolios Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

American Portfolios 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	$9.85M	Buy	131,617 +22,788	+21%	+$1.74M	0.42%	38
2022 Q2	$8.36M	Buy	108,829 +46,308	+74%	+$3.57M	0.34%	48
2022 Q1	$4.87M	Sell	62,521 -25,206	-29%	-$2M	0.17%	117
2021 Q4	$7.09M	Buy	87,727 +44,072	+101%	+$3.58M	0.24%	75
2021 Q3	$3.58M	Buy	43,655 +6,567	+18%	+$540K	0.13%	149
2021 Q2	$3.05M	Sell	37,088 -1,202	-3%	-$98.9K	0.12%	175
2021 Q1	$3.15M	Sell	38,290 -1,381	-3%	-$114K	0.14%	143
2020 Q4	$3.29M	Sell	39,671 -7,455	-16%	-$618K	0.17%	117
2020 Q3	$3.91M	Buy	47,126 +13,488	+40%	+$1.12M	0.23%	86
2020 Q2	$2.8M	Buy	33,638 +2,892	+9%	+$239K	0.18%	116
2020 Q1	$2.53M	Buy	30,746 +344	+1%	+$27.9K	0.21%	109
2019 Q4	$2.45M	Buy	30,402 +1,368	+5%	+$110K	0.17%	127
2019 Q3	$2.35M	Buy	29,034 +2,215	+8%	+$179K	0.19%	117
2019 Q2	$2.16M	Buy	26,819 +2,075	+8%	+$165K	0.18%	124
2019 Q1	$1.97M	Buy	24,744 +6,141	+33%	+$485K	0.19%	118
2018 Q4	$1.46M	Buy	18,603 +2,141	+13%	+$167K	0.18%	123
2018 Q3	$1.28M	Sell	16,462 -262	-2%	-$20.5K	0.15%	140
2018 Q2	$1.31M	Buy	16,724 +1,150	+7%	+$89.8K	0.18%	114
2018 Q1	$1.22M	Sell	15,574 -8,697	-36%	-$683K	0.18%	116
2017 Q4	$1.92M	Buy	+24,271	New	+$1.93M	0.3%	71

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

American Portfolios Advisors's BSV Position: Q3 2022 in Review

American Portfolios Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 21% in Q3 2022, buying an estimated $1.74M and bringing the position to 131,617 shares worth $9.85M. The position accounts for 0.42% of the portfolio, ranked #38.

American Portfolios Advisors first reported a position in BSV in Q4 2017 and has held it in 20 quarters since. 1,130 funds tracked by Wall St. Rank hold BSV as of Q3 2022.

American Portfolios Advisors held 131,617 shares of Vanguard Short-Term Bond ETF worth $9.85M as of Q3 2022.
American Portfolios Advisors bought 22,788 Vanguard Short-Term Bond ETF shares in Q3 2022, an estimated $1.74M.
Vanguard Short-Term Bond ETF made up 0.42% of American Portfolios Advisors's portfolio in Q3 2022, its #38 holding.
American Portfolios Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2017 and has held it in 20 quarters since.
1,130 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.