Smart Money Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Smart Money Group’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 Q1	–	Sell	-23,650	Closed	-$1.91M	–	61
2021 Q4	$1.91M	Sell	23,650 -9,428	-29%	-$767K	1.22%	23
2021 Q3	$2.71M	Buy	+33,078	New	+$2.72M	1.97%	15
2021 Q2	–	Sell	-17,984	Closed	-$1.48M	–	51
2021 Q1	$1.48M	Buy	+17,984	New	+$1.48M	1.23%	21
2018 Q1	–	Sell	-3,940	Closed	-$312K	–	55
2017 Q4	$312K	Buy	+3,940	New	+$313K	0.49%	31

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

Smart Money Group's BSV Position: Q1 2022 in Review

Smart Money Group sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2022, closing a stake of 23,650 shares — an estimated $1.91M sold.

Smart Money Group first reported a position in BSV in Q4 2017 and held it in 4 quarters. The position peaked at $2.71M in Q3 2021. 1,159 funds tracked by Wall St. Rank hold BSV as of Q1 2022.

Smart Money Group reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2022 after selling out during the quarter.
Smart Money Group sold 23,650 Vanguard Short-Term Bond ETF shares in Q1 2022, an estimated $1.91M.
Smart Money Group first reported a position in Vanguard Short-Term Bond ETF in Q4 2017 and held it in 4 quarters.
Smart Money Group's Vanguard Short-Term Bond ETF position peaked at $2.71M in Q3 2021.
1,159 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2022.

Based on Smart Money Group's 13F filing for Q1 2022, filed 22 Apr 2022.