Motive Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Motive Wealth 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 Q4	–	Sell	-42,327	Closed	-$3.47M	–	79
2021 Q3	$3.47M	Buy	42,327 +3,204	+8%	+$263K	2.34%	14
2021 Q2	$3.21M	Buy	+39,123	New	+$3.22M	2.3%	14

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

Motive Wealth Advisors's BSV Position: Q4 2021 in Review

Motive Wealth Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2021, closing a stake of 42,327 shares — an estimated $3.47M sold.

Motive Wealth Advisors first reported a position in BSV in Q2 2021 and held it in 2 quarters. The position peaked at $3.47M in Q3 2021. 1,164 funds tracked by Wall St. Rank hold BSV as of Q4 2021.

Motive Wealth Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2021 after selling out during the quarter.
Motive Wealth Advisors sold 42,327 Vanguard Short-Term Bond ETF shares in Q4 2021, an estimated $3.47M.
Motive Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q2 2021 and held it in 2 quarters.
Motive Wealth Advisors's Vanguard Short-Term Bond ETF position peaked at $3.47M in Q3 2021.
1,164 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2021.

Based on Motive Wealth Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.