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

Financial Partners Capital 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
2022 Q4	$1.1M	Sell	14,665 -5	-0%	-$375	0.25%	77
2022 Q3	$1.1M	Sell	14,670 -10,963	-43%	-$838K	0.26%	78
2022 Q2	$1.97M	Sell	25,633 -2,362	-8%	-$182K	0.42%	61
2022 Q1	$2.18M	Buy	27,995 +70	+0.3%	+$5.56K	0.4%	61
2021 Q4	$2.26M	Sell	27,925 -2,085	-7%	-$170K	0.4%	59
2021 Q3	$2.46M	Sell	30,010 -630	-2%	-$51.8K	0.45%	48
2021 Q2	$2.52M	Sell	30,640 -256	-0.8%	-$21.1K	0.46%	48
2021 Q1	$2.54M	Buy	30,896 +5	+0%	+$413	0.51%	43
2020 Q4	$2.56M	Sell	30,891 -255	-0.8%	-$21.1K	0.58%	38
2020 Q3	$2.59M	Hold	31,146	–	–	0.69%	35
2020 Q2	$2.59M	Sell	31,146 -755	-2%	-$62.4K	0.75%	34
2020 Q1	$2.62M	Buy	+31,901	New	+$2.59M	0.84%	36

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 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

UCFA

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

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

Financial Partners Capital Management's BSV Position: Q4 2022 in Review

Financial Partners Capital Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 0.03% in Q4 2022, selling an estimated $375 and leaving 14,665 shares worth $1.1M. The position accounts for 0.25% of the portfolio, ranked #77.

Financial Partners Capital Management first reported a position in BSV in Q1 2020 and has held it in 12 quarters since. The position peaked at $2.62M in Q1 2020. 1,167 funds tracked by Wall St. Rank hold BSV as of Q4 2022.

Financial Partners Capital Management held 14,665 shares of Vanguard Short-Term Bond ETF worth $1.1M as of Q4 2022.
Financial Partners Capital Management sold 5 Vanguard Short-Term Bond ETF shares in Q4 2022, an estimated $375.
Vanguard Short-Term Bond ETF made up 0.25% of Financial Partners Capital Management's portfolio in Q4 2022, its #77 holding.
Financial Partners Capital Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2020 and has held it in 12 quarters since.
Financial Partners Capital Management's Vanguard Short-Term Bond ETF position peaked at $2.62M in Q1 2020.
1,167 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2022.

Based on Financial Partners Capital Management's 13F filing for Q4 2022, filed 13 Feb 2023.