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

Blueprint Investment 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 Q2	–	Sell	-38,407	Closed	-$2.94M	–	160
2023 Q1	$2.94M	Buy	38,407 +482	+1%	+$36.5K	0.67%	40
2022 Q4	$2.85M	Sell	37,925 -383	-1%	-$28.7K	0.6%	38
2022 Q3	$2.87M	Sell	38,308 -727	-2%	-$55.5K	0.78%	24
2022 Q2	$3M	Buy	39,035 +1,501	+4%	+$116K	0.81%	23
2022 Q1	$2.86M	Buy	37,534 +1,707	+5%	+$136K	0.74%	38
2021 Q4	$2.9M	Buy	+35,827	New	+$2.91M	0.71%	43

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

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

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

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

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

UCFA

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

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

Blueprint Investment Partners's BSV Position: Q2 2023 in Review

Blueprint Investment Partners sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2023, closing a stake of 38,407 shares — an estimated $2.94M sold.

Blueprint Investment Partners first reported a position in BSV in Q4 2021 and held it in 6 quarters. The position peaked at $3M in Q2 2022. 1,140 funds tracked by Wall St. Rank hold BSV as of Q2 2023.

Blueprint Investment Partners reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2023 after selling out during the quarter.
Blueprint Investment Partners sold 38,407 Vanguard Short-Term Bond ETF shares in Q2 2023, an estimated $2.94M.
Blueprint Investment Partners first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and held it in 6 quarters.
Blueprint Investment Partners's Vanguard Short-Term Bond ETF position peaked at $3M in Q2 2022.
1,140 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2023.

Based on Blueprint Investment Partners's 13F filing for Q2 2023, filed 15 Aug 2023.