Briaud Financial Planning’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Briaud Financial Planning’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	-269,844	Closed	-$21.8M	–	28
2021 Q4	$21.8M	Sell	269,844 -21,926	-8%	-$1.78M	11.86%	3
2021 Q3	$23.9M	Buy	291,770 +150,081	+106%	+$12.3M	15.71%	2
2021 Q2	$11.6M	Sell	141,689 -2,712	-2%	-$223K	7.75%	4
2021 Q1	$11.9M	Buy	144,401 +49,472	+52%	+$4.08M	8.73%	3
2020 Q4	$7.87K	Buy	+94,929	New	+$7.87M	5.03%	4

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 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 $377B AUM 19.32% 1-Year Est. Return

Briaud Financial Planning's BSV Position: Q1 2022 in Review

Briaud Financial Planning sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2022, closing a stake of 269,844 shares — an estimated $21.8M sold.

Briaud Financial Planning first reported a position in BSV in Q4 2020 and held it in 5 quarters. The position peaked at $23.9M in Q3 2021. 1,160 funds tracked by Wall St. Rank hold BSV as of Q1 2022.

Briaud Financial Planning reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2022 after selling out during the quarter.
Briaud Financial Planning sold 269,844 Vanguard Short-Term Bond ETF shares in Q1 2022, an estimated $21.8M.
Briaud Financial Planning first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and held it in 5 quarters.
Briaud Financial Planning's Vanguard Short-Term Bond ETF position peaked at $23.9M in Q3 2021.
1,160 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2022.

Based on Briaud Financial Planning's 13F filing for Q1 2022, filed 3 May 2022.