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

First Command Financial 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
2022 Q3	–	Sell	-16	Closed	-$1K	–	407
2022 Q2	$1K	Sell	16 -17	-52%	-$1.31K	﹤0.01%	403
2022 Q1	$3K	Hold	33	–	–	﹤0.01%	368
2021 Q4	$3K	Hold	33	–	–	﹤0.01%	415
2021 Q3	$3K	Sell	33 -17	-34%	-$1.4K	﹤0.01%	415
2021 Q2	$4K	Sell	50 -17	-25%	-$1.4K	﹤0.01%	394
2021 Q1	$6K	Hold	67	–	–	﹤0.01%	379
2020 Q4	$6K	Hold	67	–	–	﹤0.01%	332
2020 Q3	$6K	Hold	67	–	–	﹤0.01%	282
2020 Q2	$6K	Hold	67	–	–	﹤0.01%	273
2020 Q1	$6K	Hold	67	–	–	﹤0.01%	286
2019 Q4	$5K	Hold	67	–	–	﹤0.01%	338
2019 Q3	$5K	Hold	67	–	–	﹤0.01%	347
2019 Q2	$5K	Hold	67	–	–	﹤0.01%	364
2019 Q1	$5K	Hold	67	–	–	﹤0.01%	366
2018 Q4	$5K	Hold	67	–	–	﹤0.01%	365
2018 Q3	$5K	Sell	67 -70	-51%	-$5.47K	﹤0.01%	349
2018 Q2	$11K	Sell	137 -6,182,028	-100%	-$483M	﹤0.01%	338
2018 Q1	$330M	Buy	+6,182,165	New	+$486M	14.48%	2

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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 $1.55T AUM 33.47% 1-Year Est. Return

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

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

UCFA

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

First Command Financial Services's BSV Position: Q3 2022 in Review

First Command Financial Services sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2022, closing a stake of 16 shares — an estimated $1K sold.

First Command Financial Services first reported a position in BSV in Q1 2018 and held it in 18 quarters. The position peaked at $330M in Q1 2018. 1,130 funds tracked by Wall St. Rank hold BSV as of Q3 2022.

First Command Financial Services reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2022 after selling out during the quarter.
First Command Financial Services sold 16 Vanguard Short-Term Bond ETF shares in Q3 2022, an estimated $1K.
First Command Financial Services first reported a position in Vanguard Short-Term Bond ETF in Q1 2018 and held it in 18 quarters.
First Command Financial Services's Vanguard Short-Term Bond ETF position peaked at $330M in Q1 2018.
1,130 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2022.

Based on First Command Financial Services's 13F filing for Q3 2022, filed 24 Oct 2022.