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Johanson Financial Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Johanson Financial Advisors’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
Q4 		– Sell
-2,486
Closed -$204K – 130
2021
Q3 		$204K Sell
2,486
-196
-7% -$16.1K 0.07% 122
2021
Q2 		$220K Sell
2,682
-722
-21% -$59.4K 0.07% 111
2021
Q1 		$280K Sell
3,404
-6,998
-67% -$578K 0.1% 94
2020
Q4 		$862K Sell
10,402
-446
-4% -$37K 0.35% 58
2020
Q3 		$899K Sell
10,848
-929
-8% -$77.2K 0.4% 52
2020
Q2 		$979K Sell
11,777
-1,172
-9% -$96.9K 0.49% 46
2020
Q1 		$1.06M Sell
12,949
-1,258,969
-99% -$102M 0.61% 41
2019
Q4 		$15.8M Buy
1,271,918
+1,253,443
+6,785% +$101M 0.75% 29
2019
Q3 		$1.5M Sell
18,475
-4,686
-20% -$378K 0.78% 36
2019
Q2 		$1.86M Sell
23,161
-4,470
-16% -$356K 0.99% 33
2019
Q1 		$2.2M Sell
27,631
-10,778
-28% -$851K 1.23% 28
2018
Q4 		$3.01M Sell
38,409
-14,529
-27% -$1.13M 2.03% 17
2018
Q3 		$4.13M Sell
52,938
-14,871
-22% -$1.16M 2.39% 16
2018
Q2 		$5.3M Sell
67,809
-4,574
-6% -$357K 3.36% 9
2018
Q1 		$5.67M Sell
72,383
-20,499
-22% -$1.61M 3.76% 6
2017
Q4 		$7.34M Sell
92,882
-19,244
-17% -$1.53M 4.86% 5
2017
Q3 		$8.94M Sell
112,126
-910
-0.8% -$72.8K 6.54% 1
2017
Q2 		$9.01M Buy
113,036
+8,023
+8% +$641K 7.34% 1
2017
Q1 		$8.37M Buy
105,013
+96,347
+1,112% +$7.67M 7.37% 1
2016
Q4 		$692K Sell
8,666
-67,104
-89% -$5.37M 28.87% 1
2016
Q3 		$6.11M Buy
75,770
+10,630
+16% +$859K 6.58% 2
2016
Q2 		$5.27M Buy
65,140
+9,346
+17% +$753K 6.2% 3
2016
Q1 		$4.5M Buy
55,794
+9,324
+20% +$747K 5.54% 4
2015
Q4 		$3.7M Buy
+46,470
New +$3.72M 4.82% 6

Other funds holding BSV

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Johanson Financial Advisors's BSV Position: Q4 2021 in Review

Johanson Financial Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2021, closing a stake of 2,486 shares — an estimated $204K sold.

Johanson Financial Advisors first reported a position in BSV in Q4 2015 and held it in 24 quarters. The position peaked at $15.8M in Q4 2019. 1,164 funds tracked by Wall St. Rank hold BSV as of Q4 2021.

  • Johanson Financial Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Johanson Financial Advisors sold 2,486 Vanguard Short-Term Bond ETF shares in Q4 2021, an estimated $204K.
  • Johanson Financial Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2015 and held it in 24 quarters.
  • Johanson Financial Advisors's Vanguard Short-Term Bond ETF position peaked at $15.8M in Q4 2019.
  • 1,164 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2021.

Based on Johanson Financial Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.