Smith Shellnut Wilson’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Smith Shellnut Wilson’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	-46	Closed	-$4K	–	161
2021 Q2	$4K	Hold	46	–	–	﹤0.01%	159
2021 Q1	$4K	Hold	46	–	–	﹤0.01%	150
2020 Q4	$4K	Buy	46 +42	+1,050%	+$3.48K	﹤0.01%	144
2020 Q3	$46K	Sell	4 -42	-91%	-$3.49K	0.02%	134
2020 Q2	$4K	Hold	46	–	–	﹤0.01%	125
2020 Q1	$4K	Hold	46	–	–	﹤0.01%	119
2019 Q4	$4K	Hold	46	–	–	﹤0.01%	134
2019 Q3	$4K	Hold	46	–	–	﹤0.01%	127
2019 Q2	$4K	Buy	+46	New	+$3.67K	﹤0.01%	128

Other funds holding BSV

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $617B AUM 30.33% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Smith Shellnut Wilson's BSV Position: Q3 2021 in Review

Smith Shellnut Wilson sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2021, closing a stake of 46 shares — an estimated $4K sold.

Smith Shellnut Wilson first reported a position in BSV in Q2 2019 and held it in 9 quarters. The position peaked at $46K in Q3 2020. 1,027 funds tracked by Wall St. Rank hold BSV as of Q3 2021.

Smith Shellnut Wilson reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2021 after selling out during the quarter.
Smith Shellnut Wilson sold 46 Vanguard Short-Term Bond ETF shares in Q3 2021, an estimated $4K.
Smith Shellnut Wilson first reported a position in Vanguard Short-Term Bond ETF in Q2 2019 and held it in 9 quarters.
Smith Shellnut Wilson's Vanguard Short-Term Bond ETF position peaked at $46K in Q3 2020.
1,027 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2021.

Based on Smith Shellnut Wilson's 13F filing for Q3 2021, filed 12 Nov 2021.