Freedman Financial Associates’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Freedman Financial Associates’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 Q2	–	Sell	-113	Closed	-$9K	–	57
2022 Q1	$9K	Hold	113	–	–	0.01%	364
2021 Q4	$9K	Hold	113	–	–	0.01%	343
2021 Q3	$9K	Hold	113	–	–	0.01%	351
2021 Q2	$9K	Hold	113	–	–	0.01%	348
2021 Q1	$9K	Buy	113 +38	+51%	+$3.14K	0.01%	358
2020 Q4	$6K	Buy	+75	New	+$6.21K	0.01%	380

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Freedman Financial Associates's BSV Position: Q2 2022 in Review

Freedman Financial Associates sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2022, closing a stake of 113 shares — an estimated $9K sold.

Freedman Financial Associates first reported a position in BSV in Q4 2020 and held it in 6 quarters. The position peaked at $9K in Q1 2022. 1,157 funds tracked by Wall St. Rank hold BSV as of Q2 2022.

Freedman Financial Associates reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2022 after selling out during the quarter.
Freedman Financial Associates sold 113 Vanguard Short-Term Bond ETF shares in Q2 2022, an estimated $9K.
Freedman Financial Associates first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and held it in 6 quarters.
Freedman Financial Associates's Vanguard Short-Term Bond ETF position peaked at $9K in Q1 2022.
1,157 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.