JBJ Investment Partners’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

JBJ Investment Partners’s Portfolio VGSH Stock Details VGSH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-19,838	Closed	-$1.22M	–	65
2021 Q3	$1.22M	Sell	19,838 -10,223	-34%	-$628K	0.25%	26
2021 Q2	$1.85M	Sell	30,061 -146,352	-83%	-$9M	0.38%	19
2021 Q1	$10.9M	Sell	176,413 -17,429	-9%	-$1.07M	2.37%	11
2020 Q4	$11.9M	Sell	193,842 -17,881	-8%	-$1.11M	2.71%	11
2020 Q3	$13.1M	Sell	211,723 -1,140	-0.5%	-$70.8K	3.44%	10
2020 Q2	$13.2M	Buy	212,863 +47,428	+29%	+$2.95M	3.79%	8
2020 Q1	$10.3M	Buy	+165,435	New	+$10.2M	3.7%	10

Other funds holding VGSH

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return

JBJ Investment Partners's VGSH Position: Q4 2021 in Review

JBJ Investment Partners sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q4 2021, closing a stake of 19,838 shares — an estimated $1.22M sold.

JBJ Investment Partners first reported a position in VGSH in Q1 2020 and held it in 7 quarters. The position peaked at $13.2M in Q2 2020. 556 funds tracked by Wall St. Rank hold VGSH as of Q4 2021.

JBJ Investment Partners reported no remaining Vanguard Short-Term Treasury ETF position as of Q4 2021 after selling out during the quarter.
JBJ Investment Partners sold 19,838 Vanguard Short-Term Treasury ETF shares in Q4 2021, an estimated $1.22M.
JBJ Investment Partners first reported a position in Vanguard Short-Term Treasury ETF in Q1 2020 and held it in 7 quarters.
JBJ Investment Partners's Vanguard Short-Term Treasury ETF position peaked at $13.2M in Q2 2020.
556 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q4 2021.

Based on JBJ Investment Partners's 13F filing for Q4 2021, filed 8 Feb 2022.