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

Pegasus 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
Q2 		– Sell
-6,875
Closed -$536K – 129
2022
Q1 		$536K Buy
+6,875
New +$546K 0.09% 76

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Bank of America
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PCA
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Pegasus Partners's BSV Position: Q2 2022 in Review

Pegasus Partners sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2022, closing a stake of 6,875 shares — an estimated $536K sold.

Pegasus Partners first reported a position in BSV in Q1 2022 and held it in 1 quarter. The position peaked at $536K in Q1 2022. 1,157 funds tracked by Wall St. Rank hold BSV as of Q2 2022.

  • Pegasus Partners reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2022 after selling out during the quarter.
  • Pegasus Partners sold 6,875 Vanguard Short-Term Bond ETF shares in Q2 2022, an estimated $536K.
  • Pegasus Partners first reported a position in Vanguard Short-Term Bond ETF in Q1 2022 and held it in 1 quarter.
  • Pegasus Partners's Vanguard Short-Term Bond ETF position peaked at $536K in Q1 2022.
  • 1,157 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2022.

Based on Pegasus Partners's 13F filing for Q2 2022, filed 12 Aug 2022.