Arrow Financial’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Arrow Financial’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	–	Sell	-235	Closed	-$18K	–	339
2022 Q2	$18K	Sell	235 -88	-27%	-$6.78K	﹤0.01%	263
2022 Q1	$25K	Buy	+323	New	+$25.6K	﹤0.01%	254
2016 Q1	–	Sell	-597	Closed	-$48K	–	378
2015 Q4	$48K	Buy	+597	New	+$47.8K	0.01%	210

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

Arrow Financial's BSV Position: Q3 2022 in Review

Arrow Financial sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2022, closing a stake of 235 shares — an estimated $18K sold.

Arrow Financial first reported a position in BSV in Q4 2015 and held it in 3 quarters. The position peaked at $48K in Q4 2015. 1,130 funds tracked by Wall St. Rank hold BSV as of Q3 2022.

Arrow Financial reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2022 after selling out during the quarter.
Arrow Financial sold 235 Vanguard Short-Term Bond ETF shares in Q3 2022, an estimated $18K.
Arrow Financial first reported a position in Vanguard Short-Term Bond ETF in Q4 2015 and held it in 3 quarters.
Arrow Financial's Vanguard Short-Term Bond ETF position peaked at $48K in Q4 2015.
1,130 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2022.

Based on Arrow Financial's 13F filing for Q3 2022, filed 7 Nov 2022.