KWB Wealth’s Vanguard Short-Term Bond ETF BSV Stock Holding History

KWB Wealth’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	-21,136	Closed	-$1.71M	–	105
2022 Q1	$1.71M	Hold	21,136	–	–	0.28%	31
2021 Q4	$1.71M	Sell	21,136 -2,446	-10%	-$199K	0.28%	31
2021 Q3	$1.93M	Sell	23,582 -39,433	-63%	-$3.24M	0.34%	31
2021 Q2	$5.18M	Sell	63,015 -363	-0.6%	-$29.9K	0.99%	19
2021 Q1	$5.21M	Sell	63,378 -4,360	-6%	-$360K	1%	19
2020 Q4	$5.62M	Buy	+67,738	New	+$5.61M	1.17%	20

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

KWB Wealth's BSV Position: Q2 2022 in Review

KWB Wealth sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2022, closing a stake of 21,136 shares — an estimated $1.71M sold.

KWB Wealth first reported a position in BSV in Q4 2020 and held it in 6 quarters. The position peaked at $5.62M in Q4 2020. 1,157 funds tracked by Wall St. Rank hold BSV as of Q2 2022.

KWB Wealth reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2022 after selling out during the quarter.
KWB Wealth sold 21,136 Vanguard Short-Term Bond ETF shares in Q2 2022, an estimated $1.71M.
KWB Wealth first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and held it in 6 quarters.
KWB Wealth's Vanguard Short-Term Bond ETF position peaked at $5.62M in Q4 2020.
1,157 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2022.

Based on KWB Wealth's 13F filing for Q2 2022, filed 10 Aug 2022.