Capstone Triton Financial Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Capstone Triton Financial Group’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	–	Sell	-2,800	Closed	-$215K	–	97
2022 Q2	$215K	Buy	2,800 +93	+3%	+$7.17K	0.16%	95
2022 Q1	$209K	Buy	+2,707	New	+$215K	0.15%	100
2021 Q1	–	Sell	-2,086	Closed	-$173K	–	145
2020 Q4	$173K	Buy	+2,086	New	+$173K	0.11%	128

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

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

Capstone Triton Financial Group's BSV Position: Q3 2022 in Review

Capstone Triton Financial Group sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2022, closing a stake of 2,800 shares — an estimated $215K sold.

Capstone Triton Financial Group first reported a position in BSV in Q4 2020 and held it in 3 quarters. The position peaked at $215K in Q2 2022. 1,130 funds tracked by Wall St. Rank hold BSV as of Q3 2022.

Capstone Triton Financial Group reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2022 after selling out during the quarter.
Capstone Triton Financial Group sold 2,800 Vanguard Short-Term Bond ETF shares in Q3 2022, an estimated $215K.
Capstone Triton Financial Group first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and held it in 3 quarters.
Capstone Triton Financial Group's Vanguard Short-Term Bond ETF position peaked at $215K in Q2 2022.
1,130 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2022.

Based on Capstone Triton Financial Group's 13F filing for Q3 2022, filed 28 Oct 2022.