PBMares Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

PBMares Wealth 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	-2,685	Closed	-$206K	–	154
2022 Q2	$206K	Buy	+2,685	New	+$207K	0.09%	149
2021 Q4	–	Sell	-37,114	Closed	-$3.04M	–	157
2021 Q3	$3.04M	Buy	37,114 +1,571	+4%	+$129K	1.45%	14
2021 Q2	$2.92M	Buy	35,543 +13,081	+58%	+$1.08M	1.59%	12
2021 Q1	$1.85M	Buy	+22,462	New	+$1.85M	1.51%	12

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

PBMares Wealth Management's BSV Position: Q3 2022 in Review

PBMares Wealth Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2022, closing a stake of 2,685 shares — an estimated $206K sold.

PBMares Wealth Management first reported a position in BSV in Q1 2021 and held it in 4 quarters. The position peaked at $3.04M in Q3 2021. 1,131 funds tracked by Wall St. Rank hold BSV as of Q3 2022.

PBMares Wealth Management reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2022 after selling out during the quarter.
PBMares Wealth Management sold 2,685 Vanguard Short-Term Bond ETF shares in Q3 2022, an estimated $206K.
PBMares Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2021 and held it in 4 quarters.
PBMares Wealth Management's Vanguard Short-Term Bond ETF position peaked at $3.04M in Q3 2021.
1,131 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2022.

Based on PBMares Wealth Management's 13F filing for Q3 2022, filed 25 Oct 2022.