Partners Capital Investment Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Partners Capital Investment Group’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	-4,600	Closed	-$372K	–	118
2021 Q4	$372K	Sell	4,600 -6,200	-57%	-$504K	0.02%	111
2021 Q3	$885K	Buy	+10,800	New	+$888K	0.04%	99
2020 Q4	–	Sell	-63,234	Closed	-$5.25M	–	119
2020 Q3	$5.25M	Buy	63,234 +10,234	+19%	+$850K	0.32%	60
2020 Q2	$4.41M	Hold	53,000	–	–	0.22%	66
2020 Q1	$4.36M	Buy	+53,000	New	+$4.3M	0.3%	61

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

Partners Capital Investment Group's BSV Position: Q1 2022 in Review

Partners Capital Investment Group sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2022, closing a stake of 4,600 shares — an estimated $372K sold.

Partners Capital Investment Group first reported a position in BSV in Q1 2020 and held it in 5 quarters. The position peaked at $5.25M in Q3 2020. 1,159 funds tracked by Wall St. Rank hold BSV as of Q1 2022.

Partners Capital Investment Group reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2022 after selling out during the quarter.
Partners Capital Investment Group sold 4,600 Vanguard Short-Term Bond ETF shares in Q1 2022, an estimated $372K.
Partners Capital Investment Group first reported a position in Vanguard Short-Term Bond ETF in Q1 2020 and held it in 5 quarters.
Partners Capital Investment Group's Vanguard Short-Term Bond ETF position peaked at $5.25M in Q3 2020.
1,159 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2022.

Based on Partners Capital Investment Group's 13F filing for Q1 2022, filed 16 May 2022.