Klingman & Associates’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Klingman & Associates’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	-6,420	Closed	-$500K	–	196
2022 Q1	$500K	Buy	6,420 +639	+11%	+$50.7K	0.04%	118
2021 Q4	$467K	Hold	5,781	–	–	0.04%	112
2021 Q3	$474K	Buy	5,781 +171	+3%	+$14.1K	0.04%	101
2021 Q2	$461K	Sell	5,610 -1	-0%	-$82	0.04%	103
2021 Q1	$461K	Hold	5,611	–	–	0.05%	99
2020 Q4	$465K	Buy	5,611 +1	+0%	+$83	0.05%	93
2020 Q3	$466K	Hold	5,610	–	–	0.06%	85
2020 Q2	$466K	Hold	5,610	–	–	0.07%	79
2020 Q1	$461K	Hold	5,610	–	–	0.09%	76
2019 Q4	$452K	Buy	+5,610	New	+$453K	0.07%	81
2018 Q4	–	Sell	-2,595	Closed	-$202K	–	108
2018 Q3	$202K	Buy	+2,595	New	+$203K	0.04%	103
2016 Q4	–	Sell	-186	Closed	-$15K	–	127
2016 Q3	$15K	Hold	186	–	–	﹤0.01%	273
2016 Q2	$15K	Hold	186	–	–	﹤0.01%	281
2016 Q1	$15K	Hold	186	–	–	0.01%	279
2015 Q4	$15K	Hold	186	–	–	0.01%	285
2015 Q3	$14K	Hold	186	–	–	0.01%	287
2015 Q2	$15K	Hold	186	–	–	0.01%	277
2015 Q1	$15K	Hold	186	–	–	0.01%	255
2014 Q4	$14K	Buy	+186	New	+$14.9K	0.01%	261

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.81T AUM 41.13% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Klingman & Associates's BSV Position: Q2 2022 in Review

Klingman & Associates sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2022, closing a stake of 6,420 shares — an estimated $500K sold.

Klingman & Associates first reported a position in BSV in Q4 2014 and held it in 19 quarters. The position peaked at $500K in Q1 2022. 1,157 funds tracked by Wall St. Rank hold BSV as of Q2 2022.

Klingman & Associates reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2022 after selling out during the quarter.
Klingman & Associates sold 6,420 Vanguard Short-Term Bond ETF shares in Q2 2022, an estimated $500K.
Klingman & Associates first reported a position in Vanguard Short-Term Bond ETF in Q4 2014 and held it in 19 quarters.
Klingman & Associates's Vanguard Short-Term Bond ETF position peaked at $500K in Q1 2022.
1,157 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2022.

Based on Klingman & Associates's 13F filing for Q2 2022, filed 27 Jul 2022.