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

Intersect 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
2022 Q1	–	Sell	-2,995	Closed	-$242K	–	444
2021 Q4	$242K	Hold	2,995	–	–	0.04%	358
2021 Q3	$245K	Hold	2,995	–	–	0.04%	321
2021 Q2	$246K	Hold	2,995	–	–	0.04%	302
2021 Q1	$246K	Hold	2,995	–	–	0.05%	280
2020 Q4	$248K	Hold	2,995	–	–	0.05%	243
2020 Q3	$249K	Hold	2,995	–	–	0.07%	196
2020 Q2	$249K	Hold	2,995	–	–	0.08%	155
2020 Q1	$246K	Hold	2,995	–	–	0.1%	136
2019 Q4	$241K	Hold	2,995	–	–	0.08%	144
2019 Q3	$242K	Buy	+2,995	New	+$242K	0.09%	143

Other funds holding BSV

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

Intersect Capital's BSV Position: Q1 2022 in Review

Intersect Capital sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2022, closing a stake of 2,995 shares — an estimated $242K sold.

Intersect Capital first reported a position in BSV in Q3 2019 and held it in 10 quarters. The position peaked at $249K in Q3 2020. 1,160 funds tracked by Wall St. Rank hold BSV as of Q1 2022.

Intersect Capital reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2022 after selling out during the quarter.
Intersect Capital sold 2,995 Vanguard Short-Term Bond ETF shares in Q1 2022, an estimated $242K.
Intersect Capital first reported a position in Vanguard Short-Term Bond ETF in Q3 2019 and held it in 10 quarters.
Intersect Capital's Vanguard Short-Term Bond ETF position peaked at $249K in Q3 2020.
1,160 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2022.

Based on Intersect Capital's 13F filing for Q1 2022, filed 11 May 2022.