Confluence Wealth Services’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Confluence Wealth 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
2022 Q1	–	Sell	-1,355	Closed	-$109K	–	363
2021 Q4	$109K	Buy	+1,355	New	+$110K	0.04%	321

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

JP Morgan Chase New York $1.56T AUM 27.86% 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 $530B AUM 22.01% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Confluence Wealth Services's BSV Position: Q1 2022 in Review

Confluence Wealth Services sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2022, closing a stake of 1,355 shares — an estimated $109K sold.

Confluence Wealth Services first reported a position in BSV in Q4 2021 and held it in 1 quarter. The position peaked at $109K in Q4 2021. 1,159 funds tracked by Wall St. Rank hold BSV as of Q1 2022.

Confluence Wealth Services reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2022 after selling out during the quarter.
Confluence Wealth Services sold 1,355 Vanguard Short-Term Bond ETF shares in Q1 2022, an estimated $109K.
Confluence Wealth Services first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and held it in 1 quarter.
Confluence Wealth Services's Vanguard Short-Term Bond ETF position peaked at $109K in Q4 2021.
1,159 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.