Investors Asset Management of Georgia’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Investors Asset Management of Georgia’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 Q4	–	Sell	-1,979	Closed	-$148K	–	219
2022 Q3	$148K	Hold	1,979	–	–	0.08%	176
2022 Q2	$152K	Buy	+1,979	New	+$152K	0.08%	170
2021 Q2	–	Sell	-5,090	Closed	-$418K	–	167
2021 Q1	$418K	Buy	+5,090	New	+$420K	0.24%	101
2020 Q4	–	Sell	-4,784	Closed	-$397K	–	144
2020 Q3	$397K	Buy	+4,784	New	+$398K	0.27%	87

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

PCA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Investors Asset Management of Georgia's BSV Position: Q4 2022 in Review

Investors Asset Management of Georgia sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2022, closing a stake of 1,979 shares — an estimated $148K sold.

Investors Asset Management of Georgia first reported a position in BSV in Q3 2020 and held it in 4 quarters. The position peaked at $418K in Q1 2021. 1,168 funds tracked by Wall St. Rank hold BSV as of Q4 2022.

Investors Asset Management of Georgia reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2022 after selling out during the quarter.
Investors Asset Management of Georgia sold 1,979 Vanguard Short-Term Bond ETF shares in Q4 2022, an estimated $148K.
Investors Asset Management of Georgia first reported a position in Vanguard Short-Term Bond ETF in Q3 2020 and held it in 4 quarters.
Investors Asset Management of Georgia's Vanguard Short-Term Bond ETF position peaked at $418K in Q1 2021.
1,168 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2022.

Based on Investors Asset Management of Georgia's 13F filing for Q4 2022, filed 2 Feb 2023.