American Research & Management Company’s Vanguard Short-Term Bond ETF BSV Stock Holding History

American Research & Management Company’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	$299K	Sell	3,993 -817	-17%	-$62.4K	0.08%	101
2022 Q2	$369K	Buy	+4,810	New	+$371K	0.09%	96
2021 Q1	–	Sell	-7,040	Closed	-$584K	–	361
2020 Q4	$584K	Buy	+7,040	New	+$583K	0.15%	87
2020 Q3	–	Sell	-7,040	Closed	-$585K	–	353
2020 Q2	$585K	Hold	7,040	–	–	0.18%	78
2020 Q1	$579K	Hold	7,040	–	–	0.22%	77
2019 Q4	$567K	Buy	7,040 +150	+2%	+$12.1K	0.17%	84
2019 Q3	$557K	Buy	6,890 +1,000	+17%	+$80.7K	0.17%	89
2019 Q2	$474K	Buy	5,890 +150	+3%	+$12K	0.14%	99
2019 Q1	$457K	Hold	5,740	–	–	0.13%	101
2018 Q4	$451K	Buy	5,740 +1,000	+21%	+$78K	0.15%	97
2018 Q3	$370K	Buy	4,740 +150	+3%	+$11.7K	0.11%	105
2018 Q2	$359K	Sell	4,590 -7,800	-63%	-$609K	0.12%	99
2018 Q1	$972K	Buy	12,390 +4,700	+61%	+$369K	0.32%	66
2017 Q4	$608K	Buy	7,690 +1,350	+21%	+$107K	0.19%	84
2017 Q3	$506K	Buy	6,340 +2,650	+72%	+$212K	0.16%	88
2017 Q2	$295K	Buy	3,690 +940	+34%	+$75.1K	0.1%	101
2017 Q1	$219K	Buy	2,750 +200	+8%	+$15.9K	0.08%	101
2016 Q4	$203K	Buy	2,550 +850	+50%	+$68K	0.07%	112
2016 Q3	$137K	Hold	1,700	–	–	0.05%	125
2016 Q2	$138K	Hold	1,700	–	–	0.05%	113
2016 Q1	$137K	Hold	1,700	–	–	0.06%	113
2015 Q4	$135K	Buy	1,700 +300	+21%	+$24K	0.06%	117
2015 Q3	$113K	Hold	1,400	–	–	0.05%	120
2015 Q2	$112K	Buy	1,400 +100	+8%	+$8.03K	0.05%	129
2015 Q1	$105K	Buy	1,300 +300	+30%	+$24.1K	0.04%	131
2014 Q4	$80K	Buy	+1,000	New	+$80.2K	0.03%	147

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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 $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

American Research & Management Company's BSV Position: Q3 2022 in Review

American Research & Management Company reduced its Vanguard Short-Term Bond ETF (BSV) stake by 17% in Q3 2022, selling an estimated $62.4K and leaving 3,993 shares worth $299K. The position accounts for 0.08% of the portfolio, ranked #101.

American Research & Management Company first reported a position in BSV in Q4 2014 and has held it in 26 quarters since. The position peaked at $972K in Q1 2018. 1,131 funds tracked by Wall St. Rank hold BSV as of Q3 2022.

American Research & Management Company held 3,993 shares of Vanguard Short-Term Bond ETF worth $299K as of Q3 2022.
American Research & Management Company sold 817 Vanguard Short-Term Bond ETF shares in Q3 2022, an estimated $62.4K.
Vanguard Short-Term Bond ETF made up 0.08% of American Research & Management Company's portfolio in Q3 2022, its #101 holding.
American Research & Management Company first reported a position in Vanguard Short-Term Bond ETF in Q4 2014 and has held it in 26 quarters since.
American Research & Management Company's Vanguard Short-Term Bond ETF position peaked at $972K in Q1 2018.
1,131 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2022.

Based on American Research & Management Company's 13F filing for Q3 2022, filed 7 Oct 2022.