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

SteelPeak Wealth’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	-4,104	Closed	-$332K	–	437
2021 Q4	$332K	Sell	4,104 -3,816	-48%	-$310K	0.02%	315
2021 Q3	$649K	Sell	7,920 -1,194	-13%	-$98.1K	0.04%	219
2021 Q2	$749K	Sell	9,114 -3,677	-29%	-$302K	0.05%	209
2021 Q1	$1.05M	Sell	12,791 -396	-3%	-$32.7K	0.08%	156
2020 Q4	$1.09M	Sell	13,187 -2,925	-18%	-$242K	0.1%	150
2020 Q3	$1.34M	Buy	16,112 +4,029	+33%	+$335K	0.14%	110
2020 Q2	$1M	Buy	+12,083	New	+$999K	0.13%	114

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

SteelPeak Wealth's BSV Position: Q1 2022 in Review

SteelPeak Wealth sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2022, closing a stake of 4,104 shares — an estimated $332K sold.

SteelPeak Wealth first reported a position in BSV in Q2 2020 and held it in 7 quarters. The position peaked at $1.34M in Q3 2020. 1,159 funds tracked by Wall St. Rank hold BSV as of Q1 2022.

SteelPeak Wealth reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2022 after selling out during the quarter.
SteelPeak Wealth sold 4,104 Vanguard Short-Term Bond ETF shares in Q1 2022, an estimated $332K.
SteelPeak Wealth first reported a position in Vanguard Short-Term Bond ETF in Q2 2020 and held it in 7 quarters.
SteelPeak Wealth's Vanguard Short-Term Bond ETF position peaked at $1.34M in Q3 2020.
1,159 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2022.

Based on SteelPeak Wealth's 13F filing for Q1 2022, filed 10 May 2022.