Rinet Company’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Rinet Company’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 Q3	$1.33M	Buy	16,251 +1,309	+9%	+$108K	0.25%	34
2021 Q2	$1.23M	Buy	14,942 +7,674	+106%	+$631K	0.23%	34
2021 Q1	$597K	Buy	+7,268	New	+$600K	0.12%	45

Other funds holding BSV

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Rinet Company's BSV Position: Q3 2021 in Review

Rinet Company increased its Vanguard Short-Term Bond ETF (BSV) stake by 8.8% in Q3 2021, buying an estimated $108K and bringing the position to 16,251 shares worth $1.33M. The position accounts for 0.25% of the portfolio, ranked #34.

Rinet Company first reported a position in BSV in Q1 2021 and has held it in 3 quarters since. 1,026 funds tracked by Wall St. Rank hold BSV as of Q3 2021.

Rinet Company held 16,251 shares of Vanguard Short-Term Bond ETF worth $1.33M as of Q3 2021.
Rinet Company bought 1,309 Vanguard Short-Term Bond ETF shares in Q3 2021, an estimated $108K.
Vanguard Short-Term Bond ETF made up 0.25% of Rinet Company's portfolio in Q3 2021, its #34 holding.
Rinet Company first reported a position in Vanguard Short-Term Bond ETF in Q1 2021 and has held it in 3 quarters since.
1,026 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2021.

Based on Rinet Company's 13F filing for Q3 2021, filed 12 Nov 2021.