Eubel Brady & Suttman Asset Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Eubel Brady & Suttman Asset 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
2023 Q1	–	Sell	-25,024	Closed	-$1.88M	–	87
2022 Q4	$1.88M	Buy	+25,024	New	+$1.88M	0.3%	53
2022 Q3	–	Sell	-24,827	Closed	-$1.91M	–	85
2022 Q2	$1.91M	Buy	24,827 +81	+0.3%	+$6.24K	0.38%	39
2022 Q1	$1.93M	Sell	24,746 -2,815	-10%	-$223K	0.35%	38
2021 Q4	$2.23M	Buy	+27,561	New	+$2.24M	0.44%	37
2021 Q3	–	Sell	-3,885	Closed	-$319K	–	102
2021 Q2	$319K	Sell	3,885 -3,885	-50%	-$320K	0.03%	150
2021 Q1	$638K	Buy	7,770 +3,893	+100%	+$321K	0.07%	65
2020 Q4	$321K	Buy	+3,877	New	+$321K	0.08%	63

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

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UCFA

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

Eubel Brady & Suttman Asset Management's BSV Position: Q1 2023 in Review

Eubel Brady & Suttman Asset Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2023, closing a stake of 25,024 shares — an estimated $1.88M sold.

Eubel Brady & Suttman Asset Management first reported a position in BSV in Q4 2020 and held it in 7 quarters. The position peaked at $2.23M in Q4 2021. 1,135 funds tracked by Wall St. Rank hold BSV as of Q1 2023.

Eubel Brady & Suttman Asset Management reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2023 after selling out during the quarter.
Eubel Brady & Suttman Asset Management sold 25,024 Vanguard Short-Term Bond ETF shares in Q1 2023, an estimated $1.88M.
Eubel Brady & Suttman Asset Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and held it in 7 quarters.
Eubel Brady & Suttman Asset Management's Vanguard Short-Term Bond ETF position peaked at $2.23M in Q4 2021.
1,135 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2023.

Based on Eubel Brady & Suttman Asset Management's 13F filing for Q1 2023, filed 9 May 2023.