MainStreet Investment Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

MainStreet Investment Advisors’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
2021 Q3	–	Sell	-7,609	Closed	-$625K	–	182
2021 Q2	$625K	Hold	7,609	–	–	0.05%	131
2021 Q1	$625K	Buy	+7,609	New	+$628K	0.05%	126
2020 Q4	–	Sell	-8,409	Closed	-$698K	–	185
2020 Q3	$698K	Sell	8,409 -1,170	-12%	-$97.2K	0.05%	112
2020 Q2	$796K	Sell	9,579 -59	-0.6%	-$4.88K	0.05%	147
2020 Q1	$792K	Sell	9,638 -160	-2%	-$13K	0.1%	119
2019 Q4	$789K	Sell	9,798 -2,670	-21%	-$215K	0.09%	107
2019 Q3	$1.01M	Sell	12,468 -370	-3%	-$29.8K	0.13%	87
2019 Q2	$1.03M	Sell	12,838 -13,784	-52%	-$1.1M	0.14%	84
2019 Q1	$2.12M	Buy	+26,622	New	+$2.1M	0.3%	64

Other funds holding BSV

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

MainStreet Investment Advisors's BSV Position: Q3 2021 in Review

MainStreet Investment Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2021, closing a stake of 7,609 shares — an estimated $625K sold.

MainStreet Investment Advisors first reported a position in BSV in Q1 2019 and held it in 9 quarters. The position peaked at $2.12M in Q1 2019. 1,026 funds tracked by Wall St. Rank hold BSV as of Q3 2021.

MainStreet Investment Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2021 after selling out during the quarter.
MainStreet Investment Advisors sold 7,609 Vanguard Short-Term Bond ETF shares in Q3 2021, an estimated $625K.
MainStreet Investment Advisors first reported a position in Vanguard Short-Term Bond ETF in Q1 2019 and held it in 9 quarters.
MainStreet Investment Advisors's Vanguard Short-Term Bond ETF position peaked at $2.12M in Q1 2019.
1,026 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2021.

Based on MainStreet Investment Advisors's 13F filing for Q3 2021, filed 8 Nov 2021.