Kerntke Otto McGlone Wealth Management Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Kerntke Otto McGlone Wealth Management 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 Q2	–	Sell	-7,253	Closed	-$565K	–	54
2022 Q1	$565K	Sell	7,253 -30,726	-81%	-$2.44M	1.29%	16
2021 Q4	$3.07M	Sell	37,979 -21,712	-36%	-$1.77M	3.74%	9
2021 Q3	$4.89M	Buy	59,691 +4,735	+9%	+$389K	14.57%	2
2021 Q2	$4.51M	Buy	54,956 +6,428	+13%	+$529K	1.8%	17
2021 Q1	$3.99M	Buy	48,528 +3,084	+7%	+$255K	2.09%	15
2020 Q4	$3.77M	Buy	45,444 +11,671	+35%	+$967K	2.23%	14
2020 Q3	$2.81M	Buy	33,773 +13,607	+67%	+$1.13M	2.06%	14
2020 Q2	$1.68M	Buy	+20,166	New	+$1.67M	1.53%	19

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

Kerntke Otto McGlone Wealth Management Group's BSV Position: Q2 2022 in Review

Kerntke Otto McGlone Wealth Management Group sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2022, closing a stake of 7,253 shares — an estimated $565K sold.

Kerntke Otto McGlone Wealth Management Group first reported a position in BSV in Q2 2020 and held it in 8 quarters. The position peaked at $4.89M in Q3 2021. 1,157 funds tracked by Wall St. Rank hold BSV as of Q2 2022.

Kerntke Otto McGlone Wealth Management Group reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2022 after selling out during the quarter.
Kerntke Otto McGlone Wealth Management Group sold 7,253 Vanguard Short-Term Bond ETF shares in Q2 2022, an estimated $565K.
Kerntke Otto McGlone Wealth Management Group first reported a position in Vanguard Short-Term Bond ETF in Q2 2020 and held it in 8 quarters.
Kerntke Otto McGlone Wealth Management Group's Vanguard Short-Term Bond ETF position peaked at $4.89M in Q3 2021.
1,157 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2022.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q2 2022, filed 12 Aug 2022.