Intelligence Driven Advisers’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Intelligence Driven Advisers’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 Q3	–	Sell	-3,277	Closed	-$269K	–	78
2021 Q2	$269K	Sell	3,277 -29,096	-90%	-$2.39M	0.05%	80
2021 Q1	$2.66M	Sell	32,373 -9,078	-22%	-$749K	0.6%	32
2020 Q4	$3.44M	Buy	+41,451	New	+$3.43M	0.77%	26

Other funds holding BSV

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

PCA

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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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

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

Intelligence Driven Advisers's BSV Position: Q3 2021 in Review

Intelligence Driven Advisers sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2021, closing a stake of 3,277 shares — an estimated $269K sold.

Intelligence Driven Advisers first reported a position in BSV in Q4 2020 and held it in 3 quarters. The position peaked at $3.44M in Q4 2020. 1,027 funds tracked by Wall St. Rank hold BSV as of Q3 2021.

Intelligence Driven Advisers reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2021 after selling out during the quarter.
Intelligence Driven Advisers sold 3,277 Vanguard Short-Term Bond ETF shares in Q3 2021, an estimated $269K.
Intelligence Driven Advisers first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and held it in 3 quarters.
Intelligence Driven Advisers's Vanguard Short-Term Bond ETF position peaked at $3.44M in Q4 2020.
1,027 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2021.

Based on Intelligence Driven Advisers's 13F filing for Q3 2021, filed 14 Oct 2021.