C-J Advisory’s Vanguard Short-Term Bond ETF BSV Stock Holding History

C-J Advisory’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 Q3	$10M	Buy	121,992 +8,345	+7%	+$686K	5.29%	7
2021 Q2	$9.34M	Buy	113,647 +6,582	+6%	+$541K	5.01%	7
2021 Q1	$8.8M	Buy	107,065 +5,776	+6%	+$477K	5.13%	7
2020 Q4	$8.4M	Buy	101,289 +7,930	+8%	+$657K	5.23%	7
2020 Q3	$7.75M	Sell	93,359 -431	-0.5%	-$35.8K	5.64%	7
2020 Q2	$7.79M	Buy	93,790 +2,656	+3%	+$220K	5.88%	7
2020 Q1	$7.49M	Sell	91,134 -23,071	-20%	-$1.87M	6.76%	6
2019 Q4	$9.21M	Buy	114,205 +7,552	+7%	+$609K	5.48%	6
2019 Q3	$8.62M	Buy	106,653 +684	+0.6%	+$55.2K	5.42%	6
2019 Q2	$8.53M	Buy	105,969 +520	+0.5%	+$41.5K	5.5%	6
2019 Q1	$8.36M	Sell	105,449 -665	-0.6%	-$52.5K	5.44%	6
2018 Q4	$8.34M	Buy	106,114 +4,561	+4%	+$356K	6.1%	6
2018 Q3	$7.92M	Buy	101,553 +1,114	+1%	+$87K	5.35%	6
2018 Q2	$7.86M	Buy	100,439 +487	+0.5%	+$38K	5.49%	6
2018 Q1	$7.83M	Buy	99,952 +3,742	+4%	+$294K	5.68%	6
2017 Q4	$7.61M	Buy	96,210 +12,472	+15%	+$991K	5.55%	6
2017 Q3	$6.68M	Buy	83,738 +2,180	+3%	+$174K	4.97%	6
2017 Q2	$6.51M	Buy	81,558 +2,249	+3%	+$180K	5.05%	6
2017 Q1	$6.32M	Buy	79,309 +2,254	+3%	+$179K	5.18%	6
2016 Q4	$6.12M	Buy	77,055 +3,664	+5%	+$293K	5.36%	6
2016 Q3	$5.93M	Buy	+73,391	New	+$5.93M	5.28%	6

Other funds holding BSV

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

C-J Advisory's BSV Position: Q3 2021 in Review

C-J Advisory increased its Vanguard Short-Term Bond ETF (BSV) stake by 7.3% in Q3 2021, buying an estimated $686K and bringing the position to 121,992 shares worth $10M. The position accounts for 5.29% of the portfolio, ranked #7.

C-J Advisory first reported a position in BSV in Q3 2016 and has held it in 21 quarters since. 1,026 funds tracked by Wall St. Rank hold BSV as of Q3 2021.

C-J Advisory held 121,992 shares of Vanguard Short-Term Bond ETF worth $10M as of Q3 2021.
C-J Advisory bought 8,345 Vanguard Short-Term Bond ETF shares in Q3 2021, an estimated $686K.
Vanguard Short-Term Bond ETF made up 5.29% of C-J Advisory's portfolio in Q3 2021, its #7 holding.
C-J Advisory first reported a position in Vanguard Short-Term Bond ETF in Q3 2016 and has held it in 21 quarters since.
1,026 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2021.

Based on C-J Advisory's 13F filing for Q3 2021, filed 13 Oct 2021.