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

Elm 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	$453K	Sell	5,820 -1,010	-15%	-$80.2K	0.61%	33
2021 Q4	$552K	Buy	6,830 +985	+17%	+$80.1K	0.31%	56
2021 Q3	$479K	Buy	5,845 +2,384	+69%	+$196K	0.29%	57
2021 Q2	$284K	Buy	3,461 +98	+3%	+$8.06K	0.17%	74
2021 Q1	$276K	Buy	3,363 +371	+12%	+$30.6K	0.17%	72
2020 Q4	$248K	Buy	+2,992	New	+$248K	0.15%	74
2018 Q4	–	Sell	-1,495	Closed	-$117K	–	108
2018 Q3	$117K	Buy	+1,495	New	+$117K	0.08%	110

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

Elm Advisors's BSV Position: Q1 2022 in Review

Elm Advisors reduced its Vanguard Short-Term Bond ETF (BSV) stake by 15% in Q1 2022, selling an estimated $80.2K and leaving 5,820 shares worth $453K. The position accounts for 0.61% of the portfolio, ranked #33.

Elm Advisors first reported a position in BSV in Q3 2018 and has held it in 7 quarters since. The position peaked at $552K in Q4 2021. 1,159 funds tracked by Wall St. Rank hold BSV as of Q1 2022.

Elm Advisors held 5,820 shares of Vanguard Short-Term Bond ETF worth $453K as of Q1 2022.
Elm Advisors sold 1,010 Vanguard Short-Term Bond ETF shares in Q1 2022, an estimated $80.2K.
Vanguard Short-Term Bond ETF made up 0.61% of Elm Advisors's portfolio in Q1 2022, its #33 holding.
Elm Advisors first reported a position in Vanguard Short-Term Bond ETF in Q3 2018 and has held it in 7 quarters since.
Elm Advisors's Vanguard Short-Term Bond ETF position peaked at $552K in Q4 2021.
1,159 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2022.

Based on Elm Advisors's 13F filing for Q1 2022, filed 1 Apr 2022.