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

Fermata 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 Q2	–	Sell	-2,599	Closed	-$203K	–	164
2022 Q1	$203K	Sell	2,599 -1,293	-33%	-$103K	0.08%	176
2021 Q4	$315K	Sell	3,892 -3,799	-49%	-$309K	0.12%	122
2021 Q3	$630K	Sell	7,691 -2,837	-27%	-$233K	0.28%	68
2021 Q2	$865K	Buy	10,528 +2,220	+27%	+$183K	0.5%	44
2021 Q1	$674K	Buy	+8,308	New	+$686K	0.57%	37

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

Fermata Advisors's BSV Position: Q2 2022 in Review

Fermata Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2022, closing a stake of 2,599 shares — an estimated $203K sold.

Fermata Advisors first reported a position in BSV in Q1 2021 and held it in 5 quarters. The position peaked at $865K in Q2 2021. 1,157 funds tracked by Wall St. Rank hold BSV as of Q2 2022.

Fermata Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2022 after selling out during the quarter.
Fermata Advisors sold 2,599 Vanguard Short-Term Bond ETF shares in Q2 2022, an estimated $203K.
Fermata Advisors first reported a position in Vanguard Short-Term Bond ETF in Q1 2021 and held it in 5 quarters.
Fermata Advisors's Vanguard Short-Term Bond ETF position peaked at $865K in Q2 2021.
1,157 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2022.

Based on Fermata Advisors's 13F filing for Q2 2022, filed 9 Aug 2022.