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CFS Investment Advisory Services’s Vanguard Short-Term Bond ETF BSV Stock Holding History

CFS Investment Advisory Services’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
2021
Q3 		– Sell
-39,191
Closed -$3.22M – 201
2021
Q2 		$3.22M Buy
+39,191
New +$3.22M 2.94% 9

Other funds holding BSV

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

CFS Investment Advisory Services's BSV Position: Q3 2021 in Review

CFS Investment Advisory Services sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2021, closing a stake of 39,191 shares — an estimated $3.22M sold.

CFS Investment Advisory Services first reported a position in BSV in Q2 2021 and held it in 1 quarter. The position peaked at $3.22M in Q2 2021. 1,026 funds tracked by Wall St. Rank hold BSV as of Q3 2021.

  • CFS Investment Advisory Services reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2021 after selling out during the quarter.
  • CFS Investment Advisory Services sold 39,191 Vanguard Short-Term Bond ETF shares in Q3 2021, an estimated $3.22M.
  • CFS Investment Advisory Services first reported a position in Vanguard Short-Term Bond ETF in Q2 2021 and held it in 1 quarter.
  • CFS Investment Advisory Services's Vanguard Short-Term Bond ETF position peaked at $3.22M in Q2 2021.
  • 1,026 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2021.

Based on CFS Investment Advisory Services's 13F filing for Q3 2021, filed 19 Nov 2021.