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

Karp Capital Management’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
2020 Q3	–	Sell	-3,084	Closed	-$256K	–	90
2020 Q2	$256K	Sell	3,084 -6,242	-67%	-$516K	0.07%	82
2020 Q1	$766K	Buy	+9,326	New	+$757K	0.25%	67
2019 Q1	–	Sell	-9	Closed	-$1K	–	143
2018 Q4	$1K	Buy	+9	New	+$702	﹤0.01%	353
2015 Q4	–	Sell	-9	Closed	-$1K	–	122
2015 Q3	$1K	Hold	9	–	–	﹤0.01%	336
2015 Q2	$1K	Sell	9 -28	-76%	-$2.25K	﹤0.01%	365
2015 Q1	$3K	Hold	37	–	–	﹤0.01%	318
2014 Q4	$3K	Buy	+37	New	+$2.97K	﹤0.01%	314

Other funds holding BSV

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Karp Capital Management's BSV Position: Q3 2020 in Review

Karp Capital Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2020, closing a stake of 3,084 shares — an estimated $256K sold.

Karp Capital Management first reported a position in BSV in Q4 2014 and held it in 7 quarters. The position peaked at $766K in Q1 2020. 892 funds tracked by Wall St. Rank hold BSV as of Q3 2020.

Karp Capital Management reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2020 after selling out during the quarter.
Karp Capital Management sold 3,084 Vanguard Short-Term Bond ETF shares in Q3 2020, an estimated $256K.
Karp Capital Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2014 and held it in 7 quarters.
Karp Capital Management's Vanguard Short-Term Bond ETF position peaked at $766K in Q1 2020.
892 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2020.

Based on Karp Capital Management's 13F filing for Q3 2020, filed 12 Nov 2020.