Corda Investment Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Corda Investment Management’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 Q4	–	Sell	-13,873	Closed	-$1.04M	–	61
2022 Q3	$1.04M	Sell	13,873 -325	-2%	-$24.8K	0.09%	60
2022 Q2	$1.09M	Sell	14,198 -587	-4%	-$45.2K	0.09%	62
2022 Q1	$1.15M	Buy	+14,785	New	+$1.17M	0.09%	65
2021 Q3	–	Sell	-12,798	Closed	-$1.05M	–	66
2021 Q2	$1.05M	Buy	+12,798	New	+$1.05M	0.09%	66
2020 Q1	–	Sell	-12,808	Closed	-$1.03M	–	60
2019 Q4	$1.03M	Sell	12,808 -4,376	-25%	-$353K	0.11%	62
2019 Q3	$1.39M	Buy	17,184 +4,409	+35%	+$356K	0.15%	56
2019 Q2	$1.03M	Buy	+12,775	New	+$1.02M	0.11%	64

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

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Corda Investment Management's BSV Position: Q4 2022 in Review

Corda Investment Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2022, closing a stake of 13,873 shares — an estimated $1.04M sold.

Corda Investment Management first reported a position in BSV in Q2 2019 and held it in 7 quarters. The position peaked at $1.39M in Q3 2019. 1,167 funds tracked by Wall St. Rank hold BSV as of Q4 2022.

Corda Investment Management reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2022 after selling out during the quarter.
Corda Investment Management sold 13,873 Vanguard Short-Term Bond ETF shares in Q4 2022, an estimated $1.04M.
Corda Investment Management first reported a position in Vanguard Short-Term Bond ETF in Q2 2019 and held it in 7 quarters.
Corda Investment Management's Vanguard Short-Term Bond ETF position peaked at $1.39M in Q3 2019.
1,167 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2022.

Based on Corda Investment Management's 13F filing for Q4 2022, filed 6 Feb 2023.