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

Narwhal 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 Q2	–	Sell	-3,299	Closed	-$257K	–	159
2022 Q1	$257K	Buy	3,299 +105	+3%	+$8.34K	0.03%	132
2021 Q4	$258K	Buy	3,194 +117	+4%	+$9.52K	0.03%	135
2021 Q3	$252K	Sell	3,077 -635	-17%	-$52.2K	0.03%	137
2021 Q2	$305K	Buy	3,712 +70	+2%	+$5.76K	0.04%	130
2021 Q1	$299K	Buy	3,642 +276	+8%	+$22.8K	0.04%	127
2020 Q4	$279K	Sell	3,366 -492	-13%	-$40.8K	0.04%	129
2020 Q3	$320K	Buy	+3,858	New	+$321K	0.05%	112
2019 Q4	–	Sell	-2,500	Closed	-$202K	–	141
2019 Q3	$202K	Buy	+2,500	New	+$202K	0.04%	131

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Narwhal Capital Management's BSV Position: Q2 2022 in Review

Narwhal Capital Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2022, closing a stake of 3,299 shares — an estimated $257K sold.

Narwhal Capital Management first reported a position in BSV in Q3 2019 and held it in 8 quarters. The position peaked at $320K in Q3 2020. 1,157 funds tracked by Wall St. Rank hold BSV as of Q2 2022.

Narwhal Capital Management reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2022 after selling out during the quarter.
Narwhal Capital Management sold 3,299 Vanguard Short-Term Bond ETF shares in Q2 2022, an estimated $257K.
Narwhal Capital Management first reported a position in Vanguard Short-Term Bond ETF in Q3 2019 and held it in 8 quarters.
Narwhal Capital Management's Vanguard Short-Term Bond ETF position peaked at $320K in Q3 2020.
1,157 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2022.

Based on Narwhal Capital Management's 13F filing for Q2 2022, filed 1 Aug 2022.