Retirement Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Retirement 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
2022 Q4	–	Sell	-310	Closed	-$23K	–	641
2022 Q3	$23K	Hold	310	–	–	0.02%	166
2022 Q2	$24K	Buy	310 +120	+63%	+$9.24K	0.01%	287
2022 Q1	$15K	Hold	190	–	–	0.01%	388
2021 Q4	$15K	Hold	190	–	–	0.01%	373
2021 Q3	$16K	Hold	190	–	–	0.01%	335
2021 Q2	$16K	Hold	190	–	–	0.01%	351
2021 Q1	$16K	Hold	190	–	–	0.01%	412
2020 Q4	$15K	Hold	190	–	–	0.01%	383
2020 Q3	$16K	Hold	190	–	–	0.01%	349
2020 Q2	$16K	Buy	+190	New	+$15.7K	0.01%	333
2019 Q4	$15K	Buy	+190	New	+$15.3K	0.01%	354

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

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

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

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

UCFA

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Retirement Group's BSV Position: Q4 2022 in Review

Retirement Group sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2022, closing a stake of 310 shares — an estimated $23K sold.

Retirement Group first reported a position in BSV in Q4 2019 and held it in 11 quarters. The position peaked at $24K in Q2 2022. 1,167 funds tracked by Wall St. Rank hold BSV as of Q4 2022.

Retirement Group reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2022 after selling out during the quarter.
Retirement Group sold 310 Vanguard Short-Term Bond ETF shares in Q4 2022, an estimated $23K.
Retirement Group first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and held it in 11 quarters.
Retirement Group's Vanguard Short-Term Bond ETF position peaked at $24K in Q2 2022.
1,167 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2022.

Based on Retirement Group's 13F filing for Q4 2022, filed 15 Feb 2023.