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

Parsons 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 Q3	–	Sell	-3,171	Closed	-$244K	–	414
2022 Q2	$244K	Buy	+3,171	New	+$244K	0.02%	375
2022 Q1	–	Sell	-4,187	Closed	-$338K	–	428
2021 Q4	$338K	Hold	4,187	–	–	0.02%	366
2021 Q3	$343K	Sell	4,187 -662	-14%	-$54.4K	0.03%	348
2021 Q2	$398K	Buy	+4,849	New	+$399K	0.03%	318
2018 Q1	–	Sell	-3,595	Closed	-$284K	–	356
2017 Q4	$284K	Sell	3,595 -145	-4%	-$11.5K	0.03%	316
2017 Q3	$299K	Sell	3,740 -130	-3%	-$10.4K	0.04%	299
2017 Q2	$309K	Sell	3,870 -100	-3%	-$7.99K	0.04%	291
2017 Q1	$316K	Hold	3,970	–	–	0.04%	284
2016 Q4	$315K	Buy	3,970 +495	+14%	+$39.6K	0.04%	272
2016 Q3	$281K	Buy	+3,475	New	+$281K	0.04%	274
2015 Q2	–	Sell	-710	Closed	-$57K	–	368
2015 Q1	$57K	Buy	+710	New	+$57K	0.01%	453

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

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

PCA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Parsons Capital Management's BSV Position: Q3 2022 in Review

Parsons Capital Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2022, closing a stake of 3,171 shares — an estimated $244K sold.

Parsons Capital Management first reported a position in BSV in Q1 2015 and held it in 11 quarters. The position peaked at $398K in Q2 2021. 1,130 funds tracked by Wall St. Rank hold BSV as of Q3 2022.

Parsons Capital Management reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2022 after selling out during the quarter.
Parsons Capital Management sold 3,171 Vanguard Short-Term Bond ETF shares in Q3 2022, an estimated $244K.
Parsons Capital Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2015 and held it in 11 quarters.
Parsons Capital Management's Vanguard Short-Term Bond ETF position peaked at $398K in Q2 2021.
1,130 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2022.

Based on Parsons Capital Management's 13F filing for Q3 2022, filed 26 Oct 2022.