Bigelow Investment Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Bigelow Investment Advisors’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
2021 Q4	–	Sell	-2,916	Closed	-$239K	–	144
2021 Q3	$239K	Hold	2,916	–	–	0.12%	129
2021 Q2	$240K	Hold	2,916	–	–	0.12%	131
2021 Q1	$240K	Sell	2,916 -490	-14%	-$40.5K	0.12%	130
2020 Q4	$282K	Hold	3,406	–	–	0.15%	122
2020 Q3	$283K	Hold	3,406	–	–	0.17%	118
2020 Q2	$283K	Sell	3,406 -417	-11%	-$34.5K	0.18%	117
2020 Q1	$314K	Sell	3,823 -45	-1%	-$3.65K	0.24%	109
2019 Q4	$312K	Sell	3,868 -125	-3%	-$10.1K	0.18%	129
2019 Q3	$323K	Hold	3,993	–	–	0.21%	120
2019 Q2	$322K	Sell	3,993 -525	-12%	-$41.9K	0.22%	119
2019 Q1	$360K	Hold	4,518	–	–	0.25%	111
2018 Q4	$355K	Hold	4,518	–	–	0.27%	109
2018 Q3	$353K	Buy	4,518 +965	+27%	+$75.4K	0.24%	118
2018 Q2	$278K	Hold	3,553	–	–	0.19%	128
2018 Q1	$279K	Buy	+3,553	New	+$279K	0.19%	130

Other funds holding BSV

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $530B AUM 22.01% 1-Year Est. Return

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

TAIM

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bigelow Investment Advisors's BSV Position: Q4 2021 in Review

Bigelow Investment Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2021, closing a stake of 2,916 shares — an estimated $239K sold.

Bigelow Investment Advisors first reported a position in BSV in Q1 2018 and held it in 15 quarters. The position peaked at $360K in Q1 2019. 1,164 funds tracked by Wall St. Rank hold BSV as of Q4 2021.

Bigelow Investment Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2021 after selling out during the quarter.
Bigelow Investment Advisors sold 2,916 Vanguard Short-Term Bond ETF shares in Q4 2021, an estimated $239K.
Bigelow Investment Advisors first reported a position in Vanguard Short-Term Bond ETF in Q1 2018 and held it in 15 quarters.
Bigelow Investment Advisors's Vanguard Short-Term Bond ETF position peaked at $360K in Q1 2019.
1,164 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2021.

Based on Bigelow Investment Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.