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

Arlington 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
2023 Q1	–	Sell	-6,450	Closed	-$486K	–	571
2022 Q4	$486K	Hold	6,450	–	–	0.08%	65
2022 Q3	$483K	Hold	6,450	–	–	0.19%	58
2022 Q2	$495K	Hold	6,450	–	–	0.16%	67
2022 Q1	$502K	Hold	6,450	–	–	0.14%	69
2021 Q4	$521K	Hold	6,450	–	–	0.14%	68
2021 Q3	$529K	Hold	6,450	–	–	0.15%	66
2021 Q2	$530K	Hold	6,450	–	–	0.18%	54
2021 Q1	$530K	Sell	6,450 -1,709	-21%	-$141K	0.19%	54
2020 Q4	$676K	Hold	8,159	–	–	0.31%	47
2020 Q3	$678K	Hold	8,159	–	–	0.37%	46
2020 Q2	$678K	Hold	8,159	–	–	0.38%	46
2020 Q1	$671K	Buy	8,159 +6,422	+370%	+$521K	0.35%	42
2019 Q4	$140K	Buy	1,737 +28	+2%	+$2.26K	0.09%	77
2019 Q3	$138K	Hold	1,709	–	–	0.09%	70
2019 Q2	$138K	Hold	1,709	–	–	0.06%	98
2019 Q1	$136K	Sell	1,709 -192	-10%	-$15.2K	0.1%	85
2018 Q4	$149K	Hold	1,901	–	–	0.1%	78
2018 Q3	$148K	Hold	1,901	–	–	0.1%	81
2018 Q2	$149K	Sell	1,901 -64	-3%	-$5K	0.14%	62
2018 Q1	$154K	Buy	1,965 +175	+10%	+$13.8K	0.15%	62
2017 Q4	$142K	Buy	+1,790	New	+$142K	0.15%	67

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

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

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

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

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

UCFA

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

Arlington Partners's BSV Position: Q1 2023 in Review

Arlington Partners sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2023, closing a stake of 6,450 shares — an estimated $486K sold.

Arlington Partners first reported a position in BSV in Q4 2017 and held it in 21 quarters. The position peaked at $678K in Q3 2020. 1,135 funds tracked by Wall St. Rank hold BSV as of Q1 2023.

Arlington Partners reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2023 after selling out during the quarter.
Arlington Partners sold 6,450 Vanguard Short-Term Bond ETF shares in Q1 2023, an estimated $486K.
Arlington Partners first reported a position in Vanguard Short-Term Bond ETF in Q4 2017 and held it in 21 quarters.
Arlington Partners's Vanguard Short-Term Bond ETF position peaked at $678K in Q3 2020.
1,135 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2023.

Based on Arlington Partners's 13F filing for Q1 2023, filed 26 Apr 2023.