FH
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FWG Holdings’s Vanguard Short-Term Bond ETF BSV Stock Holding History

FWG Holdings’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
2021
Q4 		– Sell
-4,291
Closed -$352K – 95
2021
Q3 		$352K Buy
+4,291
New +$353K 0.3% 59

Other funds holding BSV

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FWG Holdings's BSV Position: Q4 2021 in Review

FWG Holdings sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2021, closing a stake of 4,291 shares — an estimated $352K sold.

FWG Holdings first reported a position in BSV in Q3 2021 and held it in 1 quarter. The position peaked at $352K in Q3 2021. 1,164 funds tracked by Wall St. Rank hold BSV as of Q4 2021.

  • FWG Holdings reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2021 after selling out during the quarter.
  • FWG Holdings sold 4,291 Vanguard Short-Term Bond ETF shares in Q4 2021, an estimated $352K.
  • FWG Holdings first reported a position in Vanguard Short-Term Bond ETF in Q3 2021 and held it in 1 quarter.
  • FWG Holdings's Vanguard Short-Term Bond ETF position peaked at $352K in Q3 2021.
  • 1,164 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2021.

Based on FWG Holdings's 13F filing for Q4 2021, filed 11 Feb 2022.