Dixon Hubard Feinour & Brown’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Dixon Hubard Feinour & Brown’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 Q2	$2.99M	Sell	38,899 -7,687	-17%	-$592K	0.35%	80
2022 Q1	$3.63M	Buy	46,586 +873	+2%	+$69.3K	0.36%	79
2021 Q4	$3.69M	Sell	45,713 -30,163	-40%	-$2.45M	0.36%	75
2021 Q3	$6.22M	Sell	75,876 -1,498	-2%	-$123K	1.32%	25
2021 Q2	$6.36M	Buy	+77,374	New	+$6.37M	1.32%	24

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

TAIM

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

Dixon Hubard Feinour & Brown's BSV Position: Q2 2022 in Review

Dixon Hubard Feinour & Brown reduced its Vanguard Short-Term Bond ETF (BSV) stake by 17% in Q2 2022, selling an estimated $592K and leaving 38,899 shares worth $2.99M. The position accounts for 0.35% of the portfolio, ranked #80.

Dixon Hubard Feinour & Brown first reported a position in BSV in Q2 2021 and has held it in 5 quarters since. The position peaked at $6.36M in Q2 2021. 1,157 funds tracked by Wall St. Rank hold BSV as of Q2 2022.

Dixon Hubard Feinour & Brown held 38,899 shares of Vanguard Short-Term Bond ETF worth $2.99M as of Q2 2022.
Dixon Hubard Feinour & Brown sold 7,687 Vanguard Short-Term Bond ETF shares in Q2 2022, an estimated $592K.
Vanguard Short-Term Bond ETF made up 0.35% of Dixon Hubard Feinour & Brown's portfolio in Q2 2022, its #80 holding.
Dixon Hubard Feinour & Brown first reported a position in Vanguard Short-Term Bond ETF in Q2 2021 and has held it in 5 quarters since.
Dixon Hubard Feinour & Brown's Vanguard Short-Term Bond ETF position peaked at $6.36M in Q2 2021.
1,157 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2022.

Based on Dixon Hubard Feinour & Brown's 13F filing for Q2 2022, filed 22 Jul 2022.