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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

RDA Financial Network's BSV Position: Q1 2022 in Review

RDA Financial Network sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2022, closing a stake of 5,494 shares — an estimated $444K sold.

RDA Financial Network first reported a position in BSV in Q2 2019 and held it in 11 quarters. The position peaked at $571K in Q3 2020. 1,159 funds tracked by Wall St. Rank hold BSV as of Q1 2022.

RDA Financial Network reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2022 after selling out during the quarter.
RDA Financial Network sold 5,494 Vanguard Short-Term Bond ETF shares in Q1 2022, an estimated $444K.
RDA Financial Network first reported a position in Vanguard Short-Term Bond ETF in Q2 2019 and held it in 11 quarters.
RDA Financial Network's Vanguard Short-Term Bond ETF position peaked at $571K in Q3 2020.
1,159 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2022.

Based on RDA Financial Network's 13F filing for Q1 2022, filed 12 Apr 2022.