M. Kulyk & Associates’s Vanguard Short-Term Bond ETF BSV Stock Holding History

M. Kulyk & 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	-5,389	Closed	-$420K	–	95
2022 Q1	$420K	Buy	5,389 +2,165	+67%	+$172K	0.11%	72
2021 Q4	$261K	Buy	+3,224	New	+$262K	0.07%	84

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

M. Kulyk & Associates's BSV Position: Q2 2022 in Review

M. Kulyk & Associates sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2022, closing a stake of 5,389 shares — an estimated $420K sold.

M. Kulyk & Associates first reported a position in BSV in Q4 2021 and held it in 2 quarters. The position peaked at $420K in Q1 2022. 1,157 funds tracked by Wall St. Rank hold BSV as of Q2 2022.

M. Kulyk & Associates reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2022 after selling out during the quarter.
M. Kulyk & Associates sold 5,389 Vanguard Short-Term Bond ETF shares in Q2 2022, an estimated $420K.
M. Kulyk & Associates first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and held it in 2 quarters.
M. Kulyk & Associates's Vanguard Short-Term Bond ETF position peaked at $420K in Q1 2022.
1,157 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2022.

Based on M. Kulyk & Associates's 13F filing for Q2 2022, filed 5 Aug 2022.