Peak Asset Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Peak Asset 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
2023 Q1	–	Sell	-3,657	Closed	-$275K	–	146
2022 Q4	$275K	Buy	+3,657	New	+$274K	0.07%	114
2022 Q3	–	Sell	-3,085	Closed	-$237K	–	138
2022 Q2	$237K	Sell	3,085 -996	-24%	-$76.7K	0.06%	123
2022 Q1	$318K	Sell	4,081 -1,195	-23%	-$94.9K	0.07%	108
2021 Q4	$426K	Buy	5,276 +759	+17%	+$61.7K	0.1%	97
2021 Q3	$370K	Sell	4,517 -4,912	-52%	-$404K	0.09%	103
2021 Q2	$775K	Sell	9,429 -63,788	-87%	-$5.25M	0.19%	77
2021 Q1	$6.02M	Sell	73,217 -23,778	-25%	-$1.96M	1.45%	22
2020 Q4	$8.04M	Sell	96,995 -667	-0.7%	-$55.3K	2.1%	21
2020 Q3	$8.11M	Sell	97,662 -24,993	-20%	-$2.08M	2.42%	17
2020 Q2	$10.2M	Buy	122,655 +2,440	+2%	+$202K	3.25%	9
2020 Q1	$9.88M	Buy	120,215 +75,766	+170%	+$6.15M	3.81%	5
2019 Q4	$3.58M	Sell	44,449 -4,888	-10%	-$394K	1.08%	28
2019 Q3	$3.99M	Buy	49,337 +25,608	+108%	+$2.07M	1.3%	26
2019 Q2	$1.91M	Buy	23,729 +1,825	+8%	+$146K	0.62%	33
2019 Q1	$1.74M	Buy	21,904 +11,295	+106%	+$891K	0.59%	38
2018 Q4	$834K	Buy	10,609 +7,019	+196%	+$547K	0.31%	59
2018 Q3	$280K	Buy	+3,590	New	+$280K	0.09%	104
2017 Q3	–	Sell	-18,165	Closed	-$1.45M	–	146
2017 Q2	$1.45M	Sell	18,165 -1,158	-6%	-$92.5K	0.54%	46
2017 Q1	$1.54M	Buy	19,323 +8,730	+82%	+$695K	0.58%	41
2016 Q4	$842K	Buy	10,593 +95	+0.9%	+$7.6K	0.34%	60
2016 Q3	$849K	Buy	+10,498	New	+$849K	0.36%	59

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Peak Asset Management's BSV Position: Q1 2023 in Review

Peak Asset Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2023, closing a stake of 3,657 shares — an estimated $275K sold.

Peak Asset Management first reported a position in BSV in Q3 2016 and held it in 21 quarters. The position peaked at $10.2M in Q2 2020. 1,136 funds tracked by Wall St. Rank hold BSV as of Q1 2023.

Peak Asset Management reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2023 after selling out during the quarter.
Peak Asset Management sold 3,657 Vanguard Short-Term Bond ETF shares in Q1 2023, an estimated $275K.
Peak Asset Management first reported a position in Vanguard Short-Term Bond ETF in Q3 2016 and held it in 21 quarters.
Peak Asset Management's Vanguard Short-Term Bond ETF position peaked at $10.2M in Q2 2020.
1,136 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2023.

Based on Peak Asset Management's 13F filing for Q1 2023, filed 11 May 2023.