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

Forum Financial 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
Q1 		– Sell
-3,424
Closed -$277K – 620
2021
Q4 		$277K Buy
+3,424
New +$278K 0.01% 452

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Forum Financial Management's BSV Position: Q1 2022 in Review

Forum Financial Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2022, closing a stake of 3,424 shares — an estimated $277K sold.

Forum Financial Management first reported a position in BSV in Q4 2021 and held it in 1 quarter. The position peaked at $277K in Q4 2021. 1,159 funds tracked by Wall St. Rank hold BSV as of Q1 2022.

  • Forum Financial Management reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Forum Financial Management sold 3,424 Vanguard Short-Term Bond ETF shares in Q1 2022, an estimated $277K.
  • Forum Financial Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and held it in 1 quarter.
  • Forum Financial Management's Vanguard Short-Term Bond ETF position peaked at $277K in Q4 2021.
  • 1,159 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2022.

Based on Forum Financial Management's 13F filing for Q1 2022, filed 16 May 2022.