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Stonehearth Capital Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Stonehearth Capital 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
2022
Q1 		– Sell
-2,485
Closed -$201K – 73
2021
Q4 		$201K Hold
2,485
– – 0.1% 65
2021
Q3 		$204K Hold
2,485
– – 0.11% 64
2021
Q2 		$204K Hold
2,485
– – 0.1% 64
2021
Q1 		$204K Hold
2,485
– – 0.11% 64
2020
Q4 		$206K Sell
2,485
-5,760
-70% -$477K 0.12% 59
2020
Q3 		$685K Sell
8,245
-6,442
-44% -$535K 0.45% 32
2020
Q2 		$1.22M Buy
14,687
+122
+0.8% +$10.1K 0.81% 24
2020
Q1 		$1.2M Sell
14,565
-755
-5% -$61.3K 0.97% 17
2019
Q4 		$1.24M Buy
15,320
+18
+0.1% +$1.45K 0.82% 21
2019
Q3 		$1.24M Sell
15,302
-919
-6% -$74.1K 0.9% 19
2019
Q2 		$1.31M Sell
16,221
-823
-5% -$65.6K 0.96% 16
2019
Q1 		$1.36M Sell
17,044
-128
-0.7% -$10.1K 1.04% 15
2018
Q4 		$1.35M Sell
17,172
-767
-4% -$59.8K 1.14% 14
2018
Q3 		$1.4M Buy
17,939
+633
+4% +$49.5K 1.07% 16
2018
Q2 		$1.35M Sell
17,306
-1,117
-6% -$87.3K 1.06% 16
2018
Q1 		$1.45M Sell
18,423
-18,887
-51% -$1.48M 1.12% 17
2017
Q4 		$2.95M Sell
37,310
-772
-2% -$61.3K 2.24% 13
2017
Q3 		$3.04M Sell
38,082
-243
-0.6% -$19.4K 2.38% 13
2017
Q2 		$3.06M Buy
38,325
+1,044
+3% +$83.4K 2.42% 13
2017
Q1 		$2.97M Sell
37,281
-463
-1% -$36.9K 2.31% 13
2016
Q4 		$3M Sell
37,744
-2,393
-6% -$191K 2.34% 12
2016
Q3 		$3.24M Buy
40,137
+2,003
+5% +$162K 2.53% 12
2016
Q2 		$3.09M Buy
38,134
+776
+2% +$62.5K 2.43% 13
2016
Q1 		$3.01M Sell
37,358
-3,047
-8% -$244K 2.63% 11
2015
Q4 		$3.21M Buy
40,405
+49
+0.1% +$3.92K 2.15% 13
2015
Q3 		$3.24M Sell
40,356
-9
-0% -$721 2.33% 10
2015
Q2 		$3.24M Sell
40,365
-440
-1% -$35.3K 2.23% 12
2015
Q1 		$3.29M Buy
40,805
+4,082
+11% +$328K 2.06% 14
2014
Q4 		$2.94M Buy
+36,723
New +$2.95M 2.16% 15

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stonehearth Capital Management's BSV Position: Q1 2022 in Review

Stonehearth Capital Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2022, closing a stake of 2,485 shares — an estimated $201K sold.

Stonehearth Capital Management first reported a position in BSV in Q4 2014 and held it in 29 quarters. The position peaked at $3.29M in Q1 2015. 1,159 funds tracked by Wall St. Rank hold BSV as of Q1 2022.

  • Stonehearth Capital Management reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2022 after selling out during the quarter.
  • Stonehearth Capital Management sold 2,485 Vanguard Short-Term Bond ETF shares in Q1 2022, an estimated $201K.
  • Stonehearth Capital Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2014 and held it in 29 quarters.
  • Stonehearth Capital Management's Vanguard Short-Term Bond ETF position peaked at $3.29M in Q1 2015.
  • 1,159 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2022.

Based on Stonehearth Capital Management's 13F filing for Q1 2022, filed 13 Apr 2022.