Quad-Cities Investment Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Quad-Cities 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
2021 Q4	–	Sell	-2,572	Closed	-$211K	–	194
2021 Q3	$211K	Sell	2,572 -568	-18%	-$46.7K	0.15%	156
2021 Q2	$258K	Buy	+3,140	New	+$258K	0.18%	135
2019 Q4	–	Sell	-147	Closed	-$12K	–	222
2019 Q3	$12K	Hold	147	–	–	0.01%	567
2019 Q2	$12K	Hold	147	–	–	0.01%	578
2019 Q1	$11K	Hold	147	–	–	0.01%	576
2018 Q4	$11K	Buy	147 +4	+3%	+$312	0.01%	574
2018 Q3	$11K	Hold	143	–	–	0.01%	601
2018 Q2	$11K	Buy	+143	New	+$11.2K	0.01%	618

Other funds holding BSV

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $617B AUM 30.33% 1-Year Est. Return

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Quad-Cities Investment Group's BSV Position: Q4 2021 in Review

Quad-Cities Investment Group sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2021, closing a stake of 2,572 shares — an estimated $211K sold.

Quad-Cities Investment Group first reported a position in BSV in Q2 2018 and held it in 8 quarters. The position peaked at $258K in Q2 2021. 1,164 funds tracked by Wall St. Rank hold BSV as of Q4 2021.

Quad-Cities Investment Group reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2021 after selling out during the quarter.
Quad-Cities Investment Group sold 2,572 Vanguard Short-Term Bond ETF shares in Q4 2021, an estimated $211K.
Quad-Cities Investment Group first reported a position in Vanguard Short-Term Bond ETF in Q2 2018 and held it in 8 quarters.
Quad-Cities Investment Group's Vanguard Short-Term Bond ETF position peaked at $258K in Q2 2021.
1,164 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2021.

Based on Quad-Cities Investment Group's 13F filing for Q4 2021, filed 2 Feb 2022.