Central Bank & Trust’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Central Bank & Trust’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	-195	Closed	-$16K	–	316
2021 Q4	$16K	Buy	+195	New	+$15.9K	﹤0.01%	269
2019 Q4	–	Sell	-310	Closed	-$25K	–	265
2019 Q3	$25K	Buy	+310	New	+$25K	0.01%	201

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

Central Bank & Trust's BSV Position: Q1 2022 in Review

Central Bank & Trust sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2022, closing a stake of 195 shares — an estimated $16K sold.

Central Bank & Trust first reported a position in BSV in Q3 2019 and held it in 2 quarters. The position peaked at $25K in Q3 2019. 1,159 funds tracked by Wall St. Rank hold BSV as of Q1 2022.

Central Bank & Trust reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2022 after selling out during the quarter.
Central Bank & Trust sold 195 Vanguard Short-Term Bond ETF shares in Q1 2022, an estimated $16K.
Central Bank & Trust first reported a position in Vanguard Short-Term Bond ETF in Q3 2019 and held it in 2 quarters.
Central Bank & Trust's Vanguard Short-Term Bond ETF position peaked at $25K in Q3 2019.
1,159 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2022.

Based on Central Bank & Trust's 13F filing for Q1 2022, filed 18 Apr 2022.