Herold Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Herold Advisors’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	-1,520	Closed	-$118K	–	252
2022 Q1	$118K	Buy	+1,520	New	+$121K	0.04%	252
2021 Q4	–	Sell	-1,625	Closed	-$133K	–	257
2021 Q3	$133K	Buy	+1,625	New	+$134K	0.05%	241

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

Herold Advisors's BSV Position: Q2 2022 in Review

Herold Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2022, closing a stake of 1,520 shares — an estimated $118K sold.

Herold Advisors first reported a position in BSV in Q3 2021 and held it in 2 quarters. The position peaked at $133K in Q3 2021. 1,157 funds tracked by Wall St. Rank hold BSV as of Q2 2022.

Herold Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2022 after selling out during the quarter.
Herold Advisors sold 1,520 Vanguard Short-Term Bond ETF shares in Q2 2022, an estimated $118K.
Herold Advisors first reported a position in Vanguard Short-Term Bond ETF in Q3 2021 and held it in 2 quarters.
Herold Advisors's Vanguard Short-Term Bond ETF position peaked at $133K in Q3 2021.
1,157 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.