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Main Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Main Management’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
Q4 		– Sell
-557
Closed -$42K – 128
2022
Q3 		$42K Hold
557
– – 0.01% 119
2022
Q2 		$43K Hold
557
– – 0.01% 118
2022
Q1 		$43K Hold
557
– – ﹤0.01% 120
2021
Q4 		$45K Sell
557
-1,960
-78% -$159K ﹤0.01% 124
2021
Q3 		$206K Hold
2,517
– – 0.02% 96
2021
Q2 		$207K Hold
2,517
– – 0.02% 98
2021
Q1 		$207K Hold
2,517
– – 0.02% 98
2020
Q4 		$209K Hold
2,517
– – 0.03% 96
2020
Q3 		$209K Hold
2,517
– – 0.03% 82
2020
Q2 		$209K Hold
2,517
– – 0.03% 73
2020
Q1 		$207K Sell
2,517
-3,721
-60% -$302K 0.04% 66
2019
Q4 		$503K Hold
6,238
– – 0.07% 55
2019
Q3 		$504K Hold
6,238
– – 0.07% 53
2019
Q2 		$502K Hold
6,238
– – 0.07% 50
2019
Q1 		$496K Hold
6,238
– – 0.07% 49
2018
Q4 		$490K Hold
6,238
– – 0.07% 50
2018
Q3 		$486K Hold
6,238
– – 0.07% 48
2018
Q2 		$488K Hold
6,238
– – 0.07% 47
2018
Q1 		$489K Sell
6,238
-50,724
-89% -$3.99M 0.07% 44
2017
Q4 		$4.51M Hold
56,962
– – 0.65% 24
2017
Q3 		$4.55M Hold
56,962
– – 0.68% 23
2017
Q2 		$4.55M Buy
56,962
+9,500
+20% +$759K 0.7% 21
2017
Q1 		$3.78M Sell
47,462
-148,003
-76% -$11.8M 0.61% 21
2016
Q4 		$15.5M Sell
195,465
-4,306
-2% -$344K 2.68% 13
2016
Q3 		$16.1M Buy
199,771
+774
+0.4% +$62.6K 3.18% 10
2016
Q2 		$16.1M Buy
198,997
+11,928
+6% +$961K 2.9% 11
2016
Q1 		$15.1M Buy
187,069
+10,383
+6% +$832K 2.72% 12
2015
Q4 		$14.1M Buy
176,686
+9,114
+5% +$729K 2.5% 14
2015
Q3 		$13.5M Buy
167,572
+14,098
+9% +$1.13M 2.63% 13
2015
Q2 		$12.3M Buy
153,474
+7,389
+5% +$593K 2.12% 17
2015
Q1 		$11.8M Buy
146,085
+672
+0.5% +$53.9K 2.13% 16
2014
Q4 		$11.6M Buy
145,413
+65,946
+83% +$5.29M 2.33% 15
2014
Q3 		$6.36M Buy
79,467
+696
+0.9% +$55.8K 1.38% 18
2014
Q2 		$6.33M Buy
78,771
+32,595
+71% +$2.61M 1.39% 17
2014
Q1 		$3.7M Sell
46,176
-37,267
-45% -$2.99M 1.06% 20
2013
Q4 		$6.67M Sell
83,443
-1,399
-2% -$112K 1.59% 19
2013
Q3 		$6.82M Buy
84,842
+2,165
+3% +$173K 1.68% 17
2013
Q2 		$6.62M Buy
+82,677
New +$6.68M 1.75% 17

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
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
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Main Management's BSV Position: Q4 2022 in Review

Main Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2022, closing a stake of 557 shares — an estimated $42K sold.

Main Management first reported a position in BSV in Q2 2013 and held it in 38 quarters. The position peaked at $16.1M in Q3 2016. 1,168 funds tracked by Wall St. Rank hold BSV as of Q4 2022.

  • Main Management reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Main Management sold 557 Vanguard Short-Term Bond ETF shares in Q4 2022, an estimated $42K.
  • Main Management first reported a position in Vanguard Short-Term Bond ETF in Q2 2013 and held it in 38 quarters.
  • Main Management's Vanguard Short-Term Bond ETF position peaked at $16.1M in Q3 2016.
  • 1,168 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2022.

Based on Main Management's 13F filing for Q4 2022, filed 15 Feb 2023.