Global Strategic Investment Solutions’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Global Strategic Investment Solutions’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	-210,384	Closed	-$16.2M	–	134
2022 Q2	$16.2M	Sell	210,384 -2,691	-1%	-$207K	1.16%	15
2022 Q1	$16.6M	Sell	213,075 -25,229	-11%	-$2M	1.04%	14
2021 Q4	$19.3M	Sell	238,304 -20,275	-8%	-$1.65M	3.08%	10
2021 Q3	$21.2M	Sell	258,579 -3,408	-1%	-$280K	3.58%	10
2021 Q2	$21.5M	Buy	261,987 +27,836	+12%	+$2.29M	3.62%	10
2021 Q1	$19.2M	Buy	+234,151	New	+$19.3M	3.52%	8

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

JP Morgan Chase New York $1.56T AUM 27.86% 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 $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Global Strategic Investment Solutions's BSV Position: Q3 2022 in Review

Global Strategic Investment Solutions sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2022, closing a stake of 210,384 shares — an estimated $16.2M sold.

Global Strategic Investment Solutions first reported a position in BSV in Q1 2021 and held it in 6 quarters. The position peaked at $21.5M in Q2 2021. 1,130 funds tracked by Wall St. Rank hold BSV as of Q3 2022.

Global Strategic Investment Solutions reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2022 after selling out during the quarter.
Global Strategic Investment Solutions sold 210,384 Vanguard Short-Term Bond ETF shares in Q3 2022, an estimated $16.2M.
Global Strategic Investment Solutions first reported a position in Vanguard Short-Term Bond ETF in Q1 2021 and held it in 6 quarters.
Global Strategic Investment Solutions's Vanguard Short-Term Bond ETF position peaked at $21.5M in Q2 2021.
1,130 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2022.

Based on Global Strategic Investment Solutions's 13F filing for Q3 2022, filed 27 Oct 2022.