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

Clearshares’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 Q4	$2.9M	Hold	35,396	–	–	2.18%	25
2021 Q3	$2.9M	Buy	35,396 +862	+2%	+$70.8K	2.18%	25
2021 Q2	$2.84M	Buy	34,534 +431	+1%	+$35.5K	2.2%	24
2021 Q1	$2.8M	Buy	+34,103	New	+$2.82M	2.27%	23
2020 Q3	$2.83M	Hold	34,103	–	–	2.46%	22
2020 Q2	$2.84M	Hold	34,103	–	–	2.27%	26
2020 Q1	$2.8M	Buy	34,103 +862	+3%	+$70K	3.95%	15
2019 Q4	$2.68M	Hold	33,241	–	–	2.5%	21
2019 Q3	$2.69M	Sell	33,241 -16,468	-33%	-$1.33M	2.64%	22
2019 Q2	$4M	Hold	49,709	–	–	3.66%	20
2019 Q1	$3.96M	Sell	49,709 -667	-1%	-$52.6K	3.83%	16
2018 Q4	$3.96M	Hold	50,376	–	–	4.26%	10
2018 Q3	$3.93M	Sell	50,376 -508	-1%	-$39.7K	3.55%	14
2018 Q2	$3.98M	Sell	50,884 -117	-0.2%	-$9.14K	3.8%	12
2018 Q1	$4M	Buy	51,001 +52	+0.1%	+$4.09K	3.61%	13
2017 Q4	$4.03M	Buy	+50,949	New	+$4.05M	3.6%	12

Other funds holding BSV

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Clearshares's BSV Position: Q4 2021 in Review

Clearshares held its Vanguard Short-Term Bond ETF (BSV) position steady in Q4 2021 at 35,396 shares worth $2.9M. The position accounts for 2.18% of the portfolio, ranked #25.

Clearshares first reported a position in BSV in Q4 2017 and has held it in 16 quarters since. The position peaked at $4.03M in Q4 2017. 1,165 funds tracked by Wall St. Rank hold BSV as of Q4 2021.

Clearshares held 35,396 shares of Vanguard Short-Term Bond ETF worth $2.9M as of Q4 2021.
Clearshares left its Vanguard Short-Term Bond ETF share count unchanged in Q4 2021.
Vanguard Short-Term Bond ETF made up 2.18% of Clearshares's portfolio in Q4 2021, its #25 holding.
Clearshares first reported a position in Vanguard Short-Term Bond ETF in Q4 2017 and has held it in 16 quarters since.
Clearshares's Vanguard Short-Term Bond ETF position peaked at $4.03M in Q4 2017.
1,165 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2021.

Based on Clearshares's 13F filing for Q4 2021, filed 24 Mar 2022.