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CLA (CliftonLarsonAllen) Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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
-35,740
Closed -$2.89M – 189
2021
Q4 		$2.89M Buy
35,740
+4,723
+15% +$384K 0.11% 81
2021
Q3 		$2.54M Buy
31,017
+2,622
+9% +$215K 0.1% 87
2021
Q2 		$2.33M Buy
28,395
+4,057
+17% +$334K 0.1% 91
2021
Q1 		$2M Buy
24,338
+3,189
+15% +$263K 0.09% 98
2020
Q4 		$1.75M Buy
21,149
+3,436
+19% +$285K 0.09% 93
2020
Q3 		$1.47M Buy
17,713
+2,228
+14% +$185K 0.08% 96
2020
Q2 		$1.29M Buy
+15,485
New +$1.28M 0.08% 97
2019
Q4 		$915K Buy
+11,353
New +$916K 0.07% 112
2018
Q2 		– Sell
-21,640
Closed -$1.7M – 129
2018
Q1 		$1.7M Sell
21,640
-9,183
-30% -$722K 0.17% 64
2017
Q4 		$2.44M Buy
30,823
+11,418
+59% +$907K 0.25% 53
2017
Q3 		$1.55M Sell
19,405
-1,058
-5% -$84.6K 0.16% 72
2017
Q2 		$1.63M Sell
20,463
-1,098
-5% -$87.7K 0.18% 70
2017
Q1 		$1.72M Sell
21,561
-17,924
-45% -$1.43M 0.19% 68
2016
Q4 		$3.14M Sell
39,485
-1,408
-3% -$113K 0.36% 45
2016
Q3 		$3.31M Sell
40,893
-12,505
-23% -$1.01M 0.4% 41
2016
Q2 		$4.33M Sell
53,398
-7,407
-12% -$597K 0.63% 29
2016
Q1 		$4.9M Buy
60,805
+24,239
+66% +$1.94M 0.77% 26
2015
Q4 		$2.91M Sell
36,566
-5,006
-12% -$401K 0.49% 40
2015
Q3 		$3.34M Sell
41,572
-7,755
-16% -$622K 0.63% 33
2015
Q2 		$3.96M Buy
49,327
+6,960
+16% +$559K 0.79% 28
2015
Q1 		$3.41M Buy
42,367
+10,180
+32% +$817K 0.76% 26
2014
Q4 		$2.57M Buy
32,187
+3,978
+14% +$319K 0.56% 26
2014
Q3 		$2.26M Buy
28,209
+5,893
+26% +$472K 0.48% 33
2014
Q2 		$1.79M Sell
22,316
-9,801
-31% -$786K 0.35% 43
2014
Q1 		$2.57M Sell
32,117
-6,517
-17% -$523K 0.57% 35
2013
Q4 		$3.09M Sell
38,634
-27,122
-41% -$2.18M 0.77% 30
2013
Q3 		$5.29M Buy
+65,756
New +$5.27M 1.43% 19

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's BSV Position: Q1 2022 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2022, closing a stake of 35,740 shares — an estimated $2.89M sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in BSV in Q3 2013 and held it in 27 quarters. The position peaked at $5.29M in Q3 2013. 1,160 funds tracked by Wall St. Rank hold BSV as of Q1 2022.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2022 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 35,740 Vanguard Short-Term Bond ETF shares in Q1 2022, an estimated $2.89M.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q3 2013 and held it in 27 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Vanguard Short-Term Bond ETF position peaked at $5.29M in Q3 2013.
  • 1,160 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2022.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q1 2022, filed 27 Apr 2022.