First Command Advisory Services’s Vanguard Short-Term Bond ETF BSV Stock Holding History

First Command Advisory Services’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	-712	Closed	–	–	109
2022 Q4	$0	Buy	+712	New	+$53.4K	﹤0.01%	65
2019 Q1	–	Sell	-94	Closed	–	–	24
2018 Q4	$0	Buy	+94	New	+$7.33K	﹤0.01%	27
2018 Q2	–	Sell	-6,181,784	Closed	-$330M	–	22
2018 Q1	$330M	Buy	6,181,784 +6,099,930	+7,452%	+$479M	15.76%	2
2017 Q4	$6.48M	Buy	+81,854	New	+$6.5M	0.31%	7

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

First Command Advisory Services's BSV Position: Q1 2023 in Review

First Command Advisory Services sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2023, closing a stake of 712 shares.

First Command Advisory Services first reported a position in BSV in Q4 2017 and held it in 4 quarters. The position peaked at $330M in Q1 2018. 1,136 funds tracked by Wall St. Rank hold BSV as of Q1 2023.

First Command Advisory Services reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2023 after selling out during the quarter.
First Command Advisory Services sold 712 Vanguard Short-Term Bond ETF shares in Q1 2023.
First Command Advisory Services first reported a position in Vanguard Short-Term Bond ETF in Q4 2017 and held it in 4 quarters.
First Command Advisory Services's Vanguard Short-Term Bond ETF position peaked at $330M in Q1 2018.
1,136 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2023.

Based on First Command Advisory Services's 13F filing for Q1 2023, filed 14 Apr 2023.