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

Marino Stram & 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 Q1	–	Sell	-7,331	Closed	-$593K	–	144
2021 Q4	$593K	Sell	7,331 -1,350	-16%	-$110K	0.18%	95
2021 Q3	$711K	Buy	+8,681	New	+$713K	0.25%	69
2021 Q2	–	Sell	-11,385	Closed	-$936K	–	252
2021 Q1	$936K	Sell	11,385 -11,341	-50%	-$936K	0.37%	49
2020 Q4	$1.88M	Buy	22,726 +233	+1%	+$19.3K	0.84%	22
2020 Q3	$1.89M	Buy	22,493 +4,322	+24%	+$359K	1.01%	22
2020 Q2	$1.51M	Buy	+18,171	New	+$1.5M	0.9%	23

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

TAIM

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

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

Marino Stram & Associates's BSV Position: Q1 2022 in Review

Marino Stram & Associates sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2022, closing a stake of 7,331 shares — an estimated $593K sold.

Marino Stram & Associates first reported a position in BSV in Q2 2020 and held it in 6 quarters. The position peaked at $1.89M in Q3 2020. 1,160 funds tracked by Wall St. Rank hold BSV as of Q1 2022.

Marino Stram & Associates reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2022 after selling out during the quarter.
Marino Stram & Associates sold 7,331 Vanguard Short-Term Bond ETF shares in Q1 2022, an estimated $593K.
Marino Stram & Associates first reported a position in Vanguard Short-Term Bond ETF in Q2 2020 and held it in 6 quarters.
Marino Stram & Associates's Vanguard Short-Term Bond ETF position peaked at $1.89M in Q3 2020.
1,160 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2022.

Based on Marino Stram & Associates's 13F filing for Q1 2022, filed 25 Apr 2022.