RFN
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RDA Financial Network’s Vanguard Short-Term Bond ETF BSV Stock Holding History

RDA Financial Network’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
-5,494
Closed -$444K – 231
2021
Q4 		$444K Sell
5,494
-85
-2% -$6.91K 0.18% 128
2021
Q3 		$457K Sell
5,579
-118
-2% -$9.7K 0.2% 116
2021
Q2 		$468K Hold
5,697
– – 0.21% 115
2021
Q1 		$468K Sell
5,697
-15
-0.3% -$1.24K 0.2% 119
2020
Q4 		$474K Sell
5,712
-1,165
-17% -$96.5K 0.21% 109
2020
Q3 		$571K Buy
6,877
+2,525
+58% +$210K 0.26% 98
2020
Q2 		$362K Hold
4,352
– – 0.18% 127
2020
Q1 		$358K Sell
4,352
-25
-0.6% -$2.03K 0.22% 107
2019
Q4 		$355K Buy
4,377
+835
+24% +$67.4K 0.14% 156
2019
Q3 		$286K Buy
3,542
+980
+38% +$79K 0.12% 175
2019
Q2 		$205K Buy
+2,562
New +$204K 0.09% 210

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 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 $377B AUM 19.32% 1-Year Est. Return