RMR Wealth Builders’s Vanguard Short-Term Bond ETF BSV Stock Holding History

RMR Wealth Builders’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
2023 Q1	–	Sell	-4,203	Closed	-$316K	–	213
2022 Q4	$316K	Buy	4,203 +541	+15%	+$40.6K	0.07%	135
2022 Q3	$274K	Sell	3,662 -60	-2%	-$4.58K	0.07%	147
2022 Q2	$286K	Sell	3,722 -42	-1%	-$3.24K	0.07%	145
2022 Q1	$293K	Sell	3,764 -2,030	-35%	-$161K	0.06%	159
2021 Q4	$468K	Sell	5,794 -1,734	-23%	-$141K	0.13%	69
2021 Q3	$617K	Buy	7,528 +688	+10%	+$56.5K	0.18%	87
2021 Q2	$562K	Sell	6,840 -4,269	-38%	-$351K	0.18%	87
2021 Q1	$913K	Buy	11,109 +6,054	+120%	+$500K	0.24%	61
2020 Q4	$419K	Sell	5,055 -6,393	-56%	-$530K	0.21%	85
2020 Q3	$951K	Buy	11,448 +8,437	+280%	+$701K	0.25%	68
2020 Q2	$250K	Buy	+3,011	New	+$249K	0.22%	97
2019 Q4	$89K	Buy	+1,100	New	+$88.8K	0.09%	179

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

RMR Wealth Builders's BSV Position: Q1 2023 in Review

RMR Wealth Builders sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2023, closing a stake of 4,203 shares — an estimated $316K sold.

RMR Wealth Builders first reported a position in BSV in Q4 2019 and held it in 12 quarters. The position peaked at $951K in Q3 2020. 1,136 funds tracked by Wall St. Rank hold BSV as of Q1 2023.

RMR Wealth Builders reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2023 after selling out during the quarter.
RMR Wealth Builders sold 4,203 Vanguard Short-Term Bond ETF shares in Q1 2023, an estimated $316K.
RMR Wealth Builders first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and held it in 12 quarters.
RMR Wealth Builders's Vanguard Short-Term Bond ETF position peaked at $951K in Q3 2020.
1,136 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2023.

Based on RMR Wealth Builders's 13F filing for Q1 2023, filed 11 Apr 2023.