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

MD Financial 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
2021 Q4	$11K	Hold	130	–	–	﹤0.01%	296
2021 Q3	$11K	Hold	130	–	–	﹤0.01%	284
2021 Q2	$13K	Hold	130	–	–	﹤0.01%	286
2021 Q1	$11K	Buy	+130	New	+$10.7K	﹤0.01%	217

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

TAIM

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

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

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

MD Financial Management's BSV Position: Q4 2021 in Review

MD Financial Management held its Vanguard Short-Term Bond ETF (BSV) position steady in Q4 2021 at 130 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #296.

MD Financial Management first reported a position in BSV in Q1 2021 and has held it in 4 quarters since. The position peaked at $13K in Q2 2021. 1,164 funds tracked by Wall St. Rank hold BSV as of Q4 2021.

MD Financial Management held 130 shares of Vanguard Short-Term Bond ETF worth $11K as of Q4 2021.
MD Financial Management left its Vanguard Short-Term Bond ETF share count unchanged in Q4 2021.
Vanguard Short-Term Bond ETF made up ﹤0.01% of MD Financial Management's portfolio in Q4 2021, its #296 holding.
MD Financial Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2021 and has held it in 4 quarters since.
MD Financial Management's Vanguard Short-Term Bond ETF position peaked at $13K in Q2 2021.
1,164 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.