AMI Investment Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

AMI Investment Management’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 Q4	–	Sell	-12,078	Closed	-$904K	–	62
2022 Q3	$904K	Sell	12,078 -6,721	-36%	-$514K	0.51%	44
2022 Q2	$1.44M	Sell	18,799 -6,920	-27%	-$533K	0.73%	41
2022 Q1	$2M	Buy	25,719 +18	+0.1%	+$1.43K	0.88%	40
2021 Q4	$2.08M	Sell	25,701 -333	-1%	-$27.1K	0.84%	39
2021 Q3	$2.13M	Sell	26,034 -495	-2%	-$40.7K	0.89%	37
2021 Q2	$2.18M	Buy	26,529 +887	+3%	+$73K	0.86%	38
2021 Q1	$2.11M	Buy	25,642 +243	+1%	+$20.1K	0.88%	39
2020 Q4	$2.11M	Buy	25,399 +2,640	+12%	+$219K	0.93%	37
2020 Q3	$1.89M	Buy	22,759 +492	+2%	+$40.9K	0.96%	38
2020 Q2	$1.85M	Sell	22,267 -2,055	-8%	-$170K	0.99%	38
2020 Q1	$2M	Buy	24,322 +543	+2%	+$44.1K	1.18%	33
2019 Q4	$1.92M	Buy	+23,779	New	+$1.92M	0.82%	39

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

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

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

UCFA

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AMI Investment Management's BSV Position: Q4 2022 in Review

AMI Investment Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2022, closing a stake of 12,078 shares — an estimated $904K sold.

AMI Investment Management first reported a position in BSV in Q4 2019 and held it in 12 quarters. The position peaked at $2.18M in Q2 2021. 1,168 funds tracked by Wall St. Rank hold BSV as of Q4 2022.

AMI Investment Management reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2022 after selling out during the quarter.
AMI Investment Management sold 12,078 Vanguard Short-Term Bond ETF shares in Q4 2022, an estimated $904K.
AMI Investment Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and held it in 12 quarters.
AMI Investment Management's Vanguard Short-Term Bond ETF position peaked at $2.18M in Q2 2021.
1,168 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2022.

Based on AMI Investment Management's 13F filing for Q4 2022, filed 7 Feb 2023.