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

Monument 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
2020 Q1	–	Sell	-15,877	Closed	-$1.28M	–	72
2019 Q4	$1.28M	Buy	15,877 +186	+1%	+$15K	0.65%	67
2019 Q3	$1.27M	Sell	15,691 -5,454	-26%	-$440K	0.69%	61
2019 Q2	$1.7M	Buy	21,145 +8,437	+66%	+$673K	0.92%	52
2019 Q1	$1.01M	Buy	12,708 +5,718	+82%	+$451K	0.58%	63
2018 Q4	$549K	Buy	6,990 +2,056	+42%	+$160K	0.34%	73
2018 Q3	$385K	Buy	4,934 +7	+0.1%	+$547	0.22%	70
2018 Q2	$385K	Buy	+4,927	New	+$385K	0.27%	68

Other funds holding BSV

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

BCMIO

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

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

TAIM

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Monument Capital Management's BSV Position: Q1 2020 in Review

Monument Capital Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2020, closing a stake of 15,877 shares — an estimated $1.28M sold.

Monument Capital Management first reported a position in BSV in Q2 2018 and held it in 7 quarters. The position peaked at $1.7M in Q2 2019. 816 funds tracked by Wall St. Rank hold BSV as of Q1 2020.

Monument Capital Management reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2020 after selling out during the quarter.
Monument Capital Management sold 15,877 Vanguard Short-Term Bond ETF shares in Q1 2020, an estimated $1.28M.
Monument Capital Management first reported a position in Vanguard Short-Term Bond ETF in Q2 2018 and held it in 7 quarters.
Monument Capital Management's Vanguard Short-Term Bond ETF position peaked at $1.7M in Q2 2019.
816 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2020.

Based on Monument Capital Management's 13F filing for Q1 2020, filed 14 Apr 2020.