Certuity’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Certuity’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	-2,657	Closed	-$204K	–	206
2022 Q2	$204K	Sell	2,657 -145	-5%	-$11.2K	0.05%	202
2022 Q1	$218K	Hold	2,802	–	–	0.05%	272
2021 Q4	$226K	Hold	2,802	–	–	0.05%	269
2021 Q3	$230K	Hold	2,802	–	–	0.05%	334
2021 Q2	$230K	Buy	2,802 +38	+1%	+$3.13K	0.05%	290
2021 Q1	$227K	Buy	+2,764	New	+$228K	0.06%	260
2020 Q4	–	Sell	-10,212	Closed	-$848K	–	257
2020 Q3	$848K	Sell	10,212 -3,893	-28%	-$323K	0.33%	50
2020 Q2	$1.17M	Buy	14,105 +233	+2%	+$19.3K	0.55%	38
2020 Q1	$1.14M	Hold	13,872	–	–	0.63%	28
2019 Q4	$1.12M	Buy	+13,872	New	+$1.12M	0.53%	33

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

Certuity's BSV Position: Q3 2022 in Review

Certuity sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2022, closing a stake of 2,657 shares — an estimated $204K sold.

Certuity first reported a position in BSV in Q4 2019 and held it in 10 quarters. The position peaked at $1.17M in Q2 2020. 1,130 funds tracked by Wall St. Rank hold BSV as of Q3 2022.

Certuity reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2022 after selling out during the quarter.
Certuity sold 2,657 Vanguard Short-Term Bond ETF shares in Q3 2022, an estimated $204K.
Certuity first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and held it in 10 quarters.
Certuity's Vanguard Short-Term Bond ETF position peaked at $1.17M in Q2 2020.
1,130 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2022.

Based on Certuity's 13F filing for Q3 2022, filed 8 Nov 2022.