Keel Point’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Keel Point’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 Q2	–	Sell	-26,104	Closed	-$2.03M	–	266
2022 Q1	$2.03M	Sell	26,104 -13,535	-34%	-$1.07M	0.31%	61
2021 Q4	$3.2M	Sell	39,639 -7	-0%	-$569	0.36%	58
2021 Q3	$3.25M	Buy	+39,646	New	+$3.26M	0.42%	57
2015 Q3	–	Sell	-2,594	Closed	-$208K	–	101
2015 Q2	$208K	Buy	+2,594	New	+$208K	0.1%	95

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

BCMIO

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

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

Keel Point's BSV Position: Q2 2022 in Review

Keel Point sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2022, closing a stake of 26,104 shares — an estimated $2.03M sold.

Keel Point first reported a position in BSV in Q2 2015 and held it in 4 quarters. The position peaked at $3.25M in Q3 2021. 1,157 funds tracked by Wall St. Rank hold BSV as of Q2 2022.

Keel Point reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2022 after selling out during the quarter.
Keel Point sold 26,104 Vanguard Short-Term Bond ETF shares in Q2 2022, an estimated $2.03M.
Keel Point first reported a position in Vanguard Short-Term Bond ETF in Q2 2015 and held it in 4 quarters.
Keel Point's Vanguard Short-Term Bond ETF position peaked at $3.25M in Q3 2021.
1,157 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2022.

Based on Keel Point's 13F filing for Q2 2022, filed 11 Aug 2022.