Reynolds Investment Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Reynolds Investment 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 Q2	$28.6M	Sell	372,107 -28,790	-7%	-$2.22M	10.16%	1
2022 Q1	$31.2M	Buy	+400,897	New	+$31.8M	9.21%	1

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

TAIM

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

Reynolds Investment Management's BSV Position: Q2 2022 in Review

Reynolds Investment Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 7.2% in Q2 2022, selling an estimated $2.22M and leaving 372,107 shares worth $28.6M. The position accounts for 10.16% of the portfolio, ranked #1.

Reynolds Investment Management first reported a position in BSV in Q1 2022 and has held it in 2 quarters since. The position peaked at $31.2M in Q1 2022. 1,157 funds tracked by Wall St. Rank hold BSV as of Q2 2022.

Reynolds Investment Management held 372,107 shares of Vanguard Short-Term Bond ETF worth $28.6M as of Q2 2022.
Reynolds Investment Management sold 28,790 Vanguard Short-Term Bond ETF shares in Q2 2022, an estimated $2.22M.
Vanguard Short-Term Bond ETF made up 10.16% of Reynolds Investment Management's portfolio in Q2 2022, its #1 holding.
Reynolds Investment Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2022 and has held it in 2 quarters since.
Reynolds Investment Management's Vanguard Short-Term Bond ETF position peaked at $31.2M in Q1 2022.
1,157 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2022.

Based on Reynolds Investment Management's 13F filing for Q2 2022, filed 27 Jul 2022.