Frontier Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Frontier Wealth 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 Q2	$3.9M	Sell	50,820 -2,931	-5%	-$226K	0.28%	79
2022 Q1	$4.17M	Buy	53,751 +13,297	+33%	+$1.06M	0.05%	70
2021 Q4	$3.27M	Sell	40,454 -155	-0.4%	-$12.6K	0.22%	87
2021 Q3	$3.33M	Sell	40,609 -34,778	-46%	-$2.86M	0.23%	84
2021 Q2	$6.19M	Sell	75,387 -7,084	-9%	-$583K	0.43%	47
2021 Q1	$6.78M	Buy	82,471 +74,675	+958%	+$6.16M	0.52%	37
2020 Q4	$646K	Buy	7,796 +78	+1%	+$6.46K	0.05%	200
2020 Q3	$641K	Buy	7,718 +1,781	+30%	+$148K	0.06%	189
2020 Q2	$494K	Buy	+5,937	New	+$491K	0.05%	211
2019 Q2	–	Sell	-24,427	Closed	-$1.94M	–	317
2019 Q1	$1.94M	Buy	24,427 +702	+3%	+$55.4K	0.26%	87
2018 Q4	$1.86M	Sell	23,725 -8,787	-27%	-$685K	0.28%	84
2018 Q3	$2.54M	Sell	32,512 -1,010	-3%	-$78.9K	0.24%	66
2018 Q2	$2.62M	Sell	33,522 -3,755	-10%	-$293K	0.38%	59
2018 Q1	$2.92M	Buy	37,277 +1,088	+3%	+$85.5K	0.41%	58
2017 Q4	$2.86M	Sell	36,189 -3,954	-10%	-$314K	0.46%	49
2017 Q3	$3.2M	Sell	40,143 -1,052	-3%	-$84.1K	0.46%	54
2017 Q2	$3.29M	Sell	41,195 -5,396	-12%	-$431K	0.5%	53
2017 Q1	$3.71M	Sell	46,591 -7,451	-14%	-$593K	0.57%	52
2016 Q4	$4.29M	Sell	54,042 -9,144	-14%	-$731K	0.7%	36
2016 Q3	$5.11M	Sell	63,186 -13,754	-18%	-$1.11M	0.78%	28
2016 Q2	$6.24M	Sell	76,940 -8,808	-10%	-$710K	1%	21
2016 Q1	$6.91M	Sell	85,748 -7,850	-8%	-$629K	0.58%	16
2015 Q4	$7.45M	Sell	93,598 -12,103	-11%	-$968K	1.2%	17
2015 Q3	$8.5M	Sell	105,701 -4,313	-4%	-$346K	1.34%	13
2015 Q2	$8.82M	Sell	110,014 -2,743	-2%	-$220K	1.36%	13
2015 Q1	$9.08M	Buy	112,757 +6,969	+7%	+$559K	1.46%	10
2014 Q4	$8.46M	Buy	+105,788	New	+$8.49M	1.59%	11

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.81T AUM 41.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Frontier Wealth Management's BSV Position: Q2 2022 in Review

Frontier Wealth Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 5.5% in Q2 2022, selling an estimated $226K and leaving 50,820 shares worth $3.9M. The position accounts for 0.28% of the portfolio, ranked #79.

Frontier Wealth Management first reported a position in BSV in Q4 2014 and has held it in 27 quarters since. The position peaked at $9.08M in Q1 2015. 1,157 funds tracked by Wall St. Rank hold BSV as of Q2 2022.

Frontier Wealth Management held 50,820 shares of Vanguard Short-Term Bond ETF worth $3.9M as of Q2 2022.
Frontier Wealth Management sold 2,931 Vanguard Short-Term Bond ETF shares in Q2 2022, an estimated $226K.
Vanguard Short-Term Bond ETF made up 0.28% of Frontier Wealth Management's portfolio in Q2 2022, its #79 holding.
Frontier Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2014 and has held it in 27 quarters since.
Frontier Wealth Management's Vanguard Short-Term Bond ETF position peaked at $9.08M in Q1 2015.
1,157 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.