BTR Capital Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

BTR Capital Management’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 Q3	$797K	Hold	10,650	–	–	0.12%	91
2022 Q2	$818K	Hold	10,650	–	–	0.12%	92
2022 Q1	$830K	Hold	10,650	–	–	0.1%	93
2021 Q4	$861K	Hold	10,650	–	–	0.1%	98
2021 Q3	$873K	Sell	10,650 -400	-4%	-$32.9K	0.11%	91
2021 Q2	$908K	Buy	+11,050	New	+$909K	0.11%	91

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

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

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

UCFA

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

BTR Capital Management's BSV Position: Q3 2022 in Review

BTR Capital Management held its Vanguard Short-Term Bond ETF (BSV) position steady in Q3 2022 at 10,650 shares worth $797K. The position accounts for 0.12% of the portfolio, ranked #91.

BTR Capital Management first reported a position in BSV in Q2 2021 and has held it in 6 quarters since. The position peaked at $908K in Q2 2021. 1,131 funds tracked by Wall St. Rank hold BSV as of Q3 2022.

BTR Capital Management held 10,650 shares of Vanguard Short-Term Bond ETF worth $797K as of Q3 2022.
BTR Capital Management left its Vanguard Short-Term Bond ETF share count unchanged in Q3 2022.
Vanguard Short-Term Bond ETF made up 0.12% of BTR Capital Management's portfolio in Q3 2022, its #91 holding.
BTR Capital Management first reported a position in Vanguard Short-Term Bond ETF in Q2 2021 and has held it in 6 quarters since.
BTR Capital Management's Vanguard Short-Term Bond ETF position peaked at $908K in Q2 2021.
1,131 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2022.

Based on BTR Capital Management's 13F filing for Q3 2022, filed 12 Oct 2022.