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Raab & Moskowitz Asset Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Raab & Moskowitz 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
2022
Q1 		– Sell
-2,604
Closed -$210K – 163
2021
Q4 		$210K Sell
2,604
-425
-14% -$34.6K 0.07% 161
2021
Q3 		$248K Buy
3,029
+90
+3% +$7.4K 0.09% 145
2021
Q2 		$241K Buy
2,939
+149
+5% +$12.3K 0.09% 145
2021
Q1 		$229K Buy
2,790
+183
+7% +$15.1K 0.09% 140
2020
Q4 		$216K Buy
2,607
+121
+5% +$10K 0.09% 142
2020
Q3 		$206K Hold
2,486
– – 0.1% 130
2020
Q2 		$206K Buy
+2,486
New +$206K 0.1% 131
2020
Q1 		– Sell
-2,858
Closed -$230K – 181
2019
Q4 		$230K Sell
2,858
-102
-3% -$8.23K 0.09% 147
2019
Q3 		$239K Sell
2,960
-66
-2% -$5.32K 0.1% 139
2019
Q2 		$243K Hold
3,026
– – 0.11% 143
2019
Q1 		$240K Sell
3,026
-395
-12% -$31.2K 0.11% 143
2018
Q4 		$268K Sell
3,421
-238
-7% -$18.6K 0.13% 134
2018
Q3 		$285K Buy
3,659
+1
+0% +$78 0.12% 136
2018
Q2 		$286K Hold
3,658
– – 0.14% 127
2018
Q1 		$286K Buy
3,658
+108
+3% +$8.49K 0.14% 125
2017
Q4 		$280K Sell
3,550
-542
-13% -$43.1K 0.14% 125
2017
Q3 		$326K Hold
4,092
– – 0.16% 119
2017
Q2 		$327K Buy
4,092
+1,275
+45% +$102K 0.16% 119
2017
Q1 		$224K Buy
+2,817
New +$224K 0.12% 129
2015
Q1 		– Sell
-380
Closed -$30K – 149
2014
Q4 		$30K Buy
+380
New +$30.5K 0.02% 239

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raab & Moskowitz Asset Management's BSV Position: Q1 2022 in Review

Raab & Moskowitz Asset Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2022, closing a stake of 2,604 shares — an estimated $210K sold.

Raab & Moskowitz Asset Management first reported a position in BSV in Q4 2014 and held it in 20 quarters. The position peaked at $327K in Q2 2017. 1,160 funds tracked by Wall St. Rank hold BSV as of Q1 2022.

  • Raab & Moskowitz Asset Management reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Raab & Moskowitz Asset Management sold 2,604 Vanguard Short-Term Bond ETF shares in Q1 2022, an estimated $210K.
  • Raab & Moskowitz Asset Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2014 and held it in 20 quarters.
  • Raab & Moskowitz Asset Management's Vanguard Short-Term Bond ETF position peaked at $327K in Q2 2017.
  • 1,160 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2022.

Based on Raab & Moskowitz Asset Management's 13F filing for Q1 2022, filed 10 May 2022.