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

Principle Wealth 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
2023 Q1	–	Sell	-3,333	Closed	-$251K	–	315
2022 Q4	$251K	Sell	3,333 -456	-12%	-$34.2K	0.03%	278
2022 Q3	$284	Sell	3,789 -1,746	-32%	-$133K	0.03%	238
2022 Q2	$425K	Buy	+5,535	New	+$426K	0.05%	206

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

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UCFA

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

Principle Wealth Partners's BSV Position: Q1 2023 in Review

Principle Wealth Partners sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2023, closing a stake of 3,333 shares — an estimated $251K sold.

Principle Wealth Partners first reported a position in BSV in Q2 2022 and held it in 3 quarters. The position peaked at $425K in Q2 2022. 1,135 funds tracked by Wall St. Rank hold BSV as of Q1 2023.

Principle Wealth Partners reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2023 after selling out during the quarter.
Principle Wealth Partners sold 3,333 Vanguard Short-Term Bond ETF shares in Q1 2023, an estimated $251K.
Principle Wealth Partners first reported a position in Vanguard Short-Term Bond ETF in Q2 2022 and held it in 3 quarters.
Principle Wealth Partners's Vanguard Short-Term Bond ETF position peaked at $425K in Q2 2022.
1,135 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2023.

Based on Principle Wealth Partners's 13F filing for Q1 2023, filed 10 May 2023.