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

Strategic 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
2022
Q3 		– Sell
-130
Closed -$10K – 576
2022
Q2 		$10K Buy
+130
New +$10K 0.02% 373

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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Strategic Asset Management's BSV Position: Q3 2022 in Review

Strategic Asset Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2022, closing a stake of 130 shares — an estimated $10K sold.

Strategic Asset Management first reported a position in BSV in Q2 2022 and held it in 1 quarter. The position peaked at $10K in Q2 2022. 1,130 funds tracked by Wall St. Rank hold BSV as of Q3 2022.

  • Strategic Asset Management reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Strategic Asset Management sold 130 Vanguard Short-Term Bond ETF shares in Q3 2022, an estimated $10K.
  • Strategic Asset Management first reported a position in Vanguard Short-Term Bond ETF in Q2 2022 and held it in 1 quarter.
  • Strategic Asset Management's Vanguard Short-Term Bond ETF position peaked at $10K in Q2 2022.
  • 1,130 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.