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Richard Bernstein Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Richard Bernstein 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
2021
Q4 		– Sell
-3
Closed – – 272
2021
Q3 		$0 Hold
3
– – ﹤0.01% 292
2021
Q2 		$0 Hold
3
– – ﹤0.01% 320
2021
Q1 		$0 Hold
3
– – ﹤0.01% 301
2020
Q4 		$0 Hold
3
– – ﹤0.01% 278
2020
Q3 		$0 Sell
3
-30,249
-100% -$2.51M ﹤0.01% 248
2020
Q2 		$2.51M Buy
30,252
+2,325
+8% +$192K 0.08% 143
2020
Q1 		$2.29M Sell
27,927
-37,847
-58% -$3.07M 0.08% 131
2019
Q4 		$5.3M Buy
65,774
+53,514
+436% +$4.32M 0.17% 81
2019
Q3 		$990K Sell
12,260
-6,233
-34% -$503K 0.03% 203
2019
Q2 		$1.49M Buy
18,493
+18,351
+12,923% +$1.46M 0.05% 198
2019
Q1 		$11K Sell
142
-445,062
-100% -$35.1M ﹤0.01% 245
2018
Q4 		$35M Buy
445,204
+416,039
+1,427% +$32.4M 1.29% 13
2018
Q3 		$2.28M Sell
29,165
-1,812
-6% -$142K 0.07% 269
2018
Q2 		$2.42M Buy
30,977
+27,136
+706% +$2.12M 0.08% 234
2018
Q1 		$301K Sell
3,841
-17,338
-82% -$1.36M 0.01% 310
2017
Q4 		$1.68M Buy
21,179
+21,125
+39,120% +$1.68M 0.07% 181
2017
Q3 		$4K Sell
54
-3,043
-98% -$243K ﹤0.01% 198
2017
Q2 		$247K Sell
3,097
-7,569
-71% -$605K 0.02% 182
2017
Q1 		$850K Sell
10,666
-3,567
-25% -$284K 0.07% 196
2016
Q4 		$1.13M Buy
14,233
+14,091
+9,923% +$1.13M 0.09% 196
2016
Q3 		$11K Buy
+142
New +$11.5K ﹤0.01% 199

Other funds holding BSV

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Richard Bernstein Advisors's BSV Position: Q4 2021 in Review

Richard Bernstein Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2021, closing a stake of 3 shares.

Richard Bernstein Advisors first reported a position in BSV in Q3 2016 and held it in 21 quarters. The position peaked at $35M in Q4 2018. 1,164 funds tracked by Wall St. Rank hold BSV as of Q4 2021.

  • Richard Bernstein Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Richard Bernstein Advisors sold 3 Vanguard Short-Term Bond ETF shares in Q4 2021.
  • Richard Bernstein Advisors first reported a position in Vanguard Short-Term Bond ETF in Q3 2016 and held it in 21 quarters.
  • Richard Bernstein Advisors's Vanguard Short-Term Bond ETF position peaked at $35M in Q4 2018.
  • 1,164 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2021.

Based on Richard Bernstein Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.