Investors Financial Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Investors Financial Group’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	-3,856	Closed	-$312K	–	27
2021 Q4	$312K	Buy	3,856 +41	+1%	+$3.33K	0.15%	151
2021 Q3	$313K	Buy	3,815 +2	+0.1%	+$164	0.17%	149
2021 Q2	$313K	Sell	3,813 -47	-1%	-$3.87K	0.17%	148
2021 Q1	$317K	Sell	3,860 -1,185	-23%	-$97.8K	0.19%	133
2020 Q4	$418K	Buy	5,045 +758	+18%	+$62.8K	0.28%	98
2020 Q3	$356K	Sell	4,287 -25	-0.6%	-$2.08K	0.27%	96
2020 Q2	$358K	Buy	4,312 +26	+0.6%	+$2.15K	0.29%	90
2020 Q1	$352K	Sell	4,286 -43	-1%	-$3.49K	0.36%	77
2019 Q4	$349K	Buy	+4,329	New	+$349K	0.28%	87

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 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 $377B AUM 19.32% 1-Year Est. Return

Investors Financial Group's BSV Position: Q1 2022 in Review

Investors Financial Group sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2022, closing a stake of 3,856 shares — an estimated $312K sold.

Investors Financial Group first reported a position in BSV in Q4 2019 and held it in 9 quarters. The position peaked at $418K in Q4 2020. 1,159 funds tracked by Wall St. Rank hold BSV as of Q1 2022.

Investors Financial Group reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2022 after selling out during the quarter.
Investors Financial Group sold 3,856 Vanguard Short-Term Bond ETF shares in Q1 2022, an estimated $312K.
Investors Financial Group first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and held it in 9 quarters.
Investors Financial Group's Vanguard Short-Term Bond ETF position peaked at $418K in Q4 2020.
1,159 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2022.

Based on Investors Financial Group's 13F filing for Q1 2022.