RGT Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

RGT Wealth Advisors’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 Q3	$492K	Sell	6,570 -899	-12%	-$68.7K	0.08%	41
2022 Q2	$574K	Hold	7,469	–	–	0.1%	46
2022 Q1	$582K	Hold	7,469	–	–	0.09%	52
2021 Q4	$604K	Buy	+7,469	New	+$607K	0.09%	52
2017 Q1	–	Sell	-3,776	Closed	-$300K	–	108
2016 Q4	$300K	Buy	+3,776	New	+$302K	0.17%	76

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

RGT Wealth Advisors's BSV Position: Q3 2022 in Review

RGT Wealth Advisors reduced its Vanguard Short-Term Bond ETF (BSV) stake by 12% in Q3 2022, selling an estimated $68.7K and leaving 6,570 shares worth $492K. The position accounts for 0.08% of the portfolio, ranked #41.

RGT Wealth Advisors first reported a position in BSV in Q4 2016 and has held it in 5 quarters since. The position peaked at $604K in Q4 2021. 1,131 funds tracked by Wall St. Rank hold BSV as of Q3 2022.

RGT Wealth Advisors held 6,570 shares of Vanguard Short-Term Bond ETF worth $492K as of Q3 2022.
RGT Wealth Advisors sold 899 Vanguard Short-Term Bond ETF shares in Q3 2022, an estimated $68.7K.
Vanguard Short-Term Bond ETF made up 0.08% of RGT Wealth Advisors's portfolio in Q3 2022, its #41 holding.
RGT Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2016 and has held it in 5 quarters since.
RGT Wealth Advisors's Vanguard Short-Term Bond ETF position peaked at $604K in Q4 2021.
1,131 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2022.

Based on RGT Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.