Financial Management Concepts’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Financial Management Concepts’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
2021 Q4	$4.62M	Buy	57,000 +9,756	+21%	+$793K	3.37%	13
2021 Q3	$3.87M	Buy	47,244 +5,617	+13%	+$462K	3.09%	12
2021 Q2	$3.43M	Buy	41,627 +5,901	+17%	+$485K	2.78%	13
2021 Q1	$2.94M	Sell	35,726 -1,755	-5%	-$145K	2.64%	13
2020 Q4	$3.11M	Buy	+37,481	New	+$3.11M	3.01%	10

Other funds holding BSV

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

TAIM

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Management Concepts's BSV Position: Q4 2021 in Review

Financial Management Concepts increased its Vanguard Short-Term Bond ETF (BSV) stake by 21% in Q4 2021, buying an estimated $793K and bringing the position to 57,000 shares worth $4.62M. The position accounts for 3.37% of the portfolio, ranked #13.

Financial Management Concepts first reported a position in BSV in Q4 2020 and has held it in 5 quarters since. 1,164 funds tracked by Wall St. Rank hold BSV as of Q4 2021.

Financial Management Concepts held 57,000 shares of Vanguard Short-Term Bond ETF worth $4.62M as of Q4 2021.
Financial Management Concepts bought 9,756 Vanguard Short-Term Bond ETF shares in Q4 2021, an estimated $793K.
Vanguard Short-Term Bond ETF made up 3.37% of Financial Management Concepts's portfolio in Q4 2021, its #13 holding.
Financial Management Concepts first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and has held it in 5 quarters since.
1,164 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2021.

Based on Financial Management Concepts's 13F filing for Q4 2021, filed 14 Feb 2022.