B. Riley Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

B. Riley Wealth 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 Q1	–	Sell	-6,456	Closed	-$522K	–	631
2021 Q4	$522K	Buy	+6,456	New	+$525K	0.04%	339
2020 Q3	–	Sell	-2,926	Closed	-$243K	–	425
2020 Q2	$243K	Sell	2,926 -1,843	-39%	-$152K	0.03%	339
2020 Q1	$392K	Sell	4,769 -2,599	-35%	-$211K	0.04%	306
2019 Q4	$594K	Buy	7,368 +372	+5%	+$30K	0.09%	197
2019 Q3	$565K	Buy	6,996 +3,839	+122%	+$310K	0.1%	191
2019 Q2	$254K	Sell	3,157 -100	-3%	-$7.97K	0.04%	317
2019 Q1	$259K	Hold	3,257	–	–	0.04%	305
2018 Q4	$256K	Buy	3,257 +129	+4%	+$10.1K	0.05%	270
2018 Q3	$244K	Buy	+3,128	New	+$244K	0.06%	250
2016 Q1	$267K	Sell	3,316 -364	-10%	-$29.2K	0.4%	86
2015 Q4	$292K	Buy	+3,680	New	+$294K	0.37%	97
2015 Q3	–	Sell	-2,588	Closed	-$207K	–	216
2015 Q2	$207K	Buy	2,588 +229	+10%	+$18.4K	0.16%	180
2015 Q1	$189K	Buy	2,359 +1,708	+262%	+$137K	0.14%	203
2014 Q4	$52K	Buy	651 +99	+18%	+$7.94K	0.04%	388
2014 Q3	$44K	Hold	552	–	–	0.03%	435
2014 Q2	$44K	Buy	552 +528	+2,200%	+$42.4K	0.03%	483
2014 Q1	$2K	Buy	+24	New	+$1.92K	﹤0.01%	995

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

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

BCMIO

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

B. Riley Wealth Management's BSV Position: Q1 2022 in Review

B. Riley Wealth Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2022, closing a stake of 6,456 shares — an estimated $522K sold.

B. Riley Wealth Management first reported a position in BSV in Q1 2014 and held it in 17 quarters. The position peaked at $594K in Q4 2019. 1,160 funds tracked by Wall St. Rank hold BSV as of Q1 2022.

B. Riley Wealth Management reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2022 after selling out during the quarter.
B. Riley Wealth Management sold 6,456 Vanguard Short-Term Bond ETF shares in Q1 2022, an estimated $522K.
B. Riley Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2014 and held it in 17 quarters.
B. Riley Wealth Management's Vanguard Short-Term Bond ETF position peaked at $594K in Q4 2019.
1,160 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2022.

Based on B. Riley Wealth Management's 13F filing for Q1 2022, filed 10 May 2022.