Certified Advisory Corp’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Certified Advisory Corp’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
2023 Q1	–	Sell	-2,700	Closed	-$203K	–	276
2022 Q4	$203K	Sell	2,700 -54	-2%	-$4.05K	0.04%	225
2022 Q3	$206K	Buy	+2,754	New	+$210K	0.05%	208
2022 Q2	–	Sell	-4,414	Closed	-$344K	–	236
2022 Q1	$344K	Sell	4,414 -15,527	-78%	-$1.23M	0.07%	174
2021 Q4	$1.61M	Sell	19,941 -8,944	-31%	-$727K	0.36%	76
2021 Q3	$2.37M	Buy	28,885 +4,124	+17%	+$339K	0.58%	47
2021 Q2	$2.03M	Buy	24,761 +1,147	+5%	+$94.4K	0.51%	51
2021 Q1	$1.94M	Buy	+23,614	New	+$1.95M	0.5%	51
2020 Q2	$1.93M	Buy	23,204 +13,600	+142%	+$1.12M	0.64%	40
2020 Q1	$789K	Buy	9,604 +4,303	+81%	+$349K	0.31%	81
2019 Q4	$427K	Buy	5,301 +3,210	+154%	+$259K	0.14%	131
2019 Q3	$169K	Buy	2,091 +1,306	+166%	+$105K	0.06%	196
2019 Q2	$63K	Sell	785 -125	-14%	-$9.97K	0.02%	285
2019 Q1	$72K	Hold	910	–	–	0.03%	253
2018 Q4	$71K	Buy	910 +144	+19%	+$11.2K	0.04%	231
2018 Q3	$60K	Hold	766	–	–	0.03%	272
2018 Q2	$60K	Hold	766	–	–	0.03%	257
2018 Q1	$60K	Buy	766 +368	+92%	+$28.9K	0.04%	245
2017 Q4	$31K	Buy	+398	New	+$31.6K	0.02%	295

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Certified Advisory Corp's BSV Position: Q1 2023 in Review

Certified Advisory Corp sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2023, closing a stake of 2,700 shares — an estimated $203K sold.

Certified Advisory Corp first reported a position in BSV in Q4 2017 and held it in 18 quarters. The position peaked at $2.37M in Q3 2021. 1,137 funds tracked by Wall St. Rank hold BSV as of Q1 2023.

Certified Advisory Corp reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2023 after selling out during the quarter.
Certified Advisory Corp sold 2,700 Vanguard Short-Term Bond ETF shares in Q1 2023, an estimated $203K.
Certified Advisory Corp first reported a position in Vanguard Short-Term Bond ETF in Q4 2017 and held it in 18 quarters.
Certified Advisory Corp's Vanguard Short-Term Bond ETF position peaked at $2.37M in Q3 2021.
1,137 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2023.

Based on Certified Advisory Corp's 13F filing for Q1 2023, filed 15 May 2023.