BDFN
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Bond & Devick Financial Network’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Bond & Devick Financial Network’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
-3,319
Closed -$272K – 113
2021
Q3 		$272K Hold
3,319
– – 0.23% 90
2021
Q2 		$273K Hold
3,319
– – 0.23% 87
2021
Q1 		$273K Buy
+3,319
New +$274K 0.25% 83

Other funds holding BSV

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bond & Devick Financial Network's BSV Position: Q4 2021 in Review

Bond & Devick Financial Network sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2021, closing a stake of 3,319 shares — an estimated $272K sold.

Bond & Devick Financial Network first reported a position in BSV in Q1 2021 and held it in 3 quarters. The position peaked at $273K in Q2 2021. 1,163 funds tracked by Wall St. Rank hold BSV as of Q4 2021.

  • Bond & Devick Financial Network reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Bond & Devick Financial Network sold 3,319 Vanguard Short-Term Bond ETF shares in Q4 2021, an estimated $272K.
  • Bond & Devick Financial Network first reported a position in Vanguard Short-Term Bond ETF in Q1 2021 and held it in 3 quarters.
  • Bond & Devick Financial Network's Vanguard Short-Term Bond ETF position peaked at $273K in Q2 2021.
  • 1,163 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2021.

Based on Bond & Devick Financial Network's 13F filing for Q4 2021, filed 24 Jan 2022.