Palladium Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Palladium Partners’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	-2,718	Closed	-$220K	–	336
2021 Q4	$220K	Buy	+2,718	New	+$221K	0.01%	322
2014 Q2	–	Sell	-1,650	Closed	-$132K	–	278
2014 Q1	$132K	Buy	+1,650	New	+$132K	0.01%	275
2013 Q4	–	Sell	-2,150	Closed	-$173K	–	278
2013 Q3	$173K	Sell	2,150 -31	-1%	-$2.48K	0.02%	249
2013 Q2	$175K	Buy	+2,181	New	+$176K	0.02%	248

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

Palladium Partners's BSV Position: Q1 2022 in Review

Palladium Partners sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2022, closing a stake of 2,718 shares — an estimated $220K sold.

Palladium Partners first reported a position in BSV in Q2 2013 and held it in 4 quarters. The position peaked at $220K in Q4 2021. 1,159 funds tracked by Wall St. Rank hold BSV as of Q1 2022.

Palladium Partners reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2022 after selling out during the quarter.
Palladium Partners sold 2,718 Vanguard Short-Term Bond ETF shares in Q1 2022, an estimated $220K.
Palladium Partners first reported a position in Vanguard Short-Term Bond ETF in Q2 2013 and held it in 4 quarters.
Palladium Partners's Vanguard Short-Term Bond ETF position peaked at $220K in Q4 2021.
1,159 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2022.

Based on Palladium Partners's 13F filing for Q1 2022, filed 26 Apr 2022.