Secure Asset Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Secure Asset 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
2021 Q3	–	Sell	-2,832	Closed	-$233K	–	185
2021 Q2	$233K	Sell	2,832 -3,594	-56%	-$296K	0.12%	161
2021 Q1	$528K	Sell	6,426 -8,219	-56%	-$678K	0.29%	72
2020 Q4	$1.21M	Sell	14,645 -1,709	-10%	-$142K	0.72%	31
2020 Q3	$1.36M	Buy	16,354 +9,188	+128%	+$763K	0.93%	23
2020 Q2	$596K	Sell	7,166 -4,436	-38%	-$367K	0.42%	65
2020 Q1	$953K	Buy	11,602 +196	+2%	+$15.9K	1.03%	24
2019 Q4	$919K	Buy	+11,406	New	+$921K	0.65%	39

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

Secure Asset Management's BSV Position: Q3 2021 in Review

Secure Asset Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2021, closing a stake of 2,832 shares — an estimated $233K sold.

Secure Asset Management first reported a position in BSV in Q4 2019 and held it in 7 quarters. The position peaked at $1.36M in Q3 2020. 1,026 funds tracked by Wall St. Rank hold BSV as of Q3 2021.

Secure Asset Management reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2021 after selling out during the quarter.
Secure Asset Management sold 2,832 Vanguard Short-Term Bond ETF shares in Q3 2021, an estimated $233K.
Secure Asset Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and held it in 7 quarters.
Secure Asset Management's Vanguard Short-Term Bond ETF position peaked at $1.36M in Q3 2020.
1,026 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2021.

Based on Secure Asset Management's 13F filing for Q3 2021, filed 28 Oct 2021.