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Bivin & Associates’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Bivin & Associates’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
Q2 		$4.23M Sell
55,036
-28,294
-34% -$2.18M 4.54% 5
2022
Q1 		$6.49M Buy
83,330
+932
+1% +$74K 5.92% 5
2021
Q4 		$6.66M Buy
+82,398
New +$6.7M 5.81% 5

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Mercer Global Advisors
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

Bivin & Associates's BSV Position: Q2 2022 in Review

Bivin & Associates reduced its Vanguard Short-Term Bond ETF (BSV) stake by 34% in Q2 2022, selling an estimated $2.18M and leaving 55,036 shares worth $4.23M. The position accounts for 4.54% of the portfolio, ranked #5.

Bivin & Associates first reported a position in BSV in Q4 2021 and has held it in 3 quarters since. The position peaked at $6.66M in Q4 2021. 1,158 funds tracked by Wall St. Rank hold BSV as of Q2 2022.

  • Bivin & Associates held 55,036 shares of Vanguard Short-Term Bond ETF worth $4.23M as of Q2 2022.
  • Bivin & Associates sold 28,294 Vanguard Short-Term Bond ETF shares in Q2 2022, an estimated $2.18M.
  • Vanguard Short-Term Bond ETF made up 4.54% of Bivin & Associates's portfolio in Q2 2022, its #5 holding.
  • Bivin & Associates first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 3 quarters since.
  • Bivin & Associates's Vanguard Short-Term Bond ETF position peaked at $6.66M in Q4 2021.
  • 1,158 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2022.

Based on Bivin & Associates's 13F filing for Q2 2022, filed 11 Aug 2022.