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

Maryland Capital 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 Q1	–	Sell	-8,045	Closed	-$650K	–	246
2021 Q4	$650K	Sell	8,045 -5,350	-40%	-$435K	0.04%	147
2021 Q3	$1.1M	Sell	13,395 -405	-3%	-$33.3K	0.07%	107
2021 Q2	$1.13M	Sell	13,800 -900	-6%	-$74K	0.07%	103
2021 Q1	$1.21M	Buy	14,700 +550	+4%	+$45.4K	0.08%	102
2020 Q4	$1.17M	Buy	14,150 +3,025	+27%	+$251K	0.08%	100
2020 Q3	$924K	Buy	11,125 +2,029	+22%	+$169K	0.08%	103
2020 Q2	$756K	Buy	+9,096	New	+$752K	0.07%	104

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

Maryland Capital Management's BSV Position: Q1 2022 in Review

Maryland Capital Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2022, closing a stake of 8,045 shares — an estimated $650K sold.

Maryland Capital Management first reported a position in BSV in Q2 2020 and held it in 7 quarters. The position peaked at $1.21M in Q1 2021. 1,159 funds tracked by Wall St. Rank hold BSV as of Q1 2022.

Maryland Capital Management reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2022 after selling out during the quarter.
Maryland Capital Management sold 8,045 Vanguard Short-Term Bond ETF shares in Q1 2022, an estimated $650K.
Maryland Capital Management first reported a position in Vanguard Short-Term Bond ETF in Q2 2020 and held it in 7 quarters.
Maryland Capital Management's Vanguard Short-Term Bond ETF position peaked at $1.21M in Q1 2021.
1,159 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2022.

Based on Maryland Capital Management's 13F filing for Q1 2022, filed 12 May 2022.