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

Gray 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
2021 Q4	–	Sell	-2,714	Closed	-$222K	–	129
2021 Q3	$222K	Hold	2,714	–	–	0.12%	108
2021 Q2	$223K	Hold	2,714	–	–	0.13%	105
2021 Q1	$223K	Hold	2,714	–	–	0.14%	103
2020 Q4	$225K	Buy	+2,714	New	+$225K	0.15%	95

Other funds holding BSV

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Gray Wealth Management's BSV Position: Q4 2021 in Review

Gray Wealth Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2021, closing a stake of 2,714 shares — an estimated $222K sold.

Gray Wealth Management first reported a position in BSV in Q4 2020 and held it in 4 quarters. The position peaked at $225K in Q4 2020. 1,164 funds tracked by Wall St. Rank hold BSV as of Q4 2021.

Gray Wealth Management reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2021 after selling out during the quarter.
Gray Wealth Management sold 2,714 Vanguard Short-Term Bond ETF shares in Q4 2021, an estimated $222K.
Gray Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and held it in 4 quarters.
Gray Wealth Management's Vanguard Short-Term Bond ETF position peaked at $225K in Q4 2020.
1,164 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2021.

Based on Gray Wealth Management's 13F filing for Q4 2021, filed 3 Jan 2023.