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Carl Stuart Investment Advisor’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Carl Stuart Investment Advisor’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
Q2 		– Sell
-1,235
Closed -$962K – 33
2022
Q1 		$962K Buy
+1,235
New +$98K 0.07% 48

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Carl Stuart Investment Advisor's BSV Position: Q2 2022 in Review

Carl Stuart Investment Advisor sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2022, closing a stake of 1,235 shares — an estimated $962K sold.

Carl Stuart Investment Advisor first reported a position in BSV in Q1 2022 and held it in 1 quarter. The position peaked at $962K in Q1 2022. 1,157 funds tracked by Wall St. Rank hold BSV as of Q2 2022.

  • Carl Stuart Investment Advisor reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Carl Stuart Investment Advisor sold 1,235 Vanguard Short-Term Bond ETF shares in Q2 2022, an estimated $962K.
  • Carl Stuart Investment Advisor first reported a position in Vanguard Short-Term Bond ETF in Q1 2022 and held it in 1 quarter.
  • Carl Stuart Investment Advisor's Vanguard Short-Term Bond ETF position peaked at $962K in Q1 2022.
  • 1,157 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2022.

Based on Carl Stuart Investment Advisor's 13F filing for Q2 2022, filed 11 Aug 2022.