Hobart Private Capital’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Hobart Private Capital’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 Q1	–	Sell	-2,997	Closed	-$248K	–	139
2020 Q4	$248K	Sell	2,997 -718	-19%	-$59.5K	0.11%	128
2020 Q3	$309K	Sell	3,715 -1,366	-27%	-$114K	0.16%	117
2020 Q2	$422K	Buy	+5,081	New	+$420K	0.24%	107
2019 Q2	–	Sell	-32,366	Closed	-$2.58M	–	151
2019 Q1	$2.58M	Buy	32,366 +30	+0.1%	+$2.37K	1.96%	5
2018 Q4	$2.54M	Sell	32,336 -1,415	-4%	-$110K	2.18%	6
2018 Q3	$2.63M	Buy	33,751 +1,198	+4%	+$93.6K	2.02%	7
2018 Q2	$2.55M	Buy	32,553 +5,136	+19%	+$401K	2.07%	9
2018 Q1	$2.15M	Buy	27,417 +2,663	+11%	+$209K	1.89%	11
2017 Q4	$1.96M	Buy	+24,754	New	+$1.97M	1.75%	16

Other funds holding BSV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

MIM

MetLife Investment Management Whippany, New Jersey $22.1B AUM 45.54% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Hobart Private Capital's BSV Position: Q1 2021 in Review

Hobart Private Capital sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2021, closing a stake of 2,997 shares — an estimated $248K sold.

Hobart Private Capital first reported a position in BSV in Q4 2017 and held it in 9 quarters. The position peaked at $2.63M in Q3 2018. 1,023 funds tracked by Wall St. Rank hold BSV as of Q1 2021.

Hobart Private Capital reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2021 after selling out during the quarter.
Hobart Private Capital sold 2,997 Vanguard Short-Term Bond ETF shares in Q1 2021, an estimated $248K.
Hobart Private Capital first reported a position in Vanguard Short-Term Bond ETF in Q4 2017 and held it in 9 quarters.
Hobart Private Capital's Vanguard Short-Term Bond ETF position peaked at $2.63M in Q3 2018.
1,023 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2021.

Based on Hobart Private Capital's 13F filing for Q1 2021, filed 11 Mar 2024.