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Strategic Financial Services’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Strategic Financial Services’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
Q4 		– Sell
-4,840
Closed -$397K – 134
2021
Q3 		$397K Sell
4,840
-50
-1% -$4.11K 0.03% 101
2021
Q2 		$402K Sell
4,890
-138
-3% -$11.4K 0.03% 100
2021
Q1 		$413K Hold
5,028
– – 0.03% 99
2020
Q4 		$417K Sell
5,028
-850
-14% -$70.4K 0.04% 102
2020
Q3 		$488K Sell
5,878
-385
-6% -$32K 0.05% 90
2020
Q2 		$521K Buy
6,263
+394
+7% +$32.6K 0.06% 86
2020
Q1 		$482K Sell
5,869
-7,168
-55% -$582K 0.06% 85
2019
Q4 		$1.05M Sell
13,037
-869
-6% -$70.1K 0.12% 88
2019
Q3 		$1.12M Sell
13,906
-2,537
-15% -$205K 0.14% 91
2019
Q2 		$1.32M Sell
16,443
-2,398
-13% -$191K 0.17% 87
2019
Q1 		$1.5M Sell
18,841
-2,036
-10% -$161K 0.21% 89
2018
Q4 		$1.64M Sell
20,877
-2,603
-11% -$203K 0.26% 89
2018
Q3 		$1.83M Buy
23,480
+532
+2% +$41.6K 0.27% 88
2018
Q2 		$1.79M Buy
+22,948
New +$1.79M 0.28% 90
2017
Q3 		– Sell
-68,067
Closed -$5.43M – 118
2017
Q2 		$5.43M Buy
68,067
+11,148
+20% +$890K 0.95% 16
2017
Q1 		$4.54M Buy
56,919
+21,422
+60% +$1.7M 0.83% 27
2016
Q4 		$2.82M Buy
35,497
+4,618
+15% +$369K 0.54% 70
2016
Q3 		$2.5M Buy
30,879
+3,639
+13% +$294K 0.5% 75
2016
Q2 		$2.21M Buy
+27,240
New +$2.2M 0.44% 82

Other funds holding BSV

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Strategic Financial Services's BSV Position: Q4 2021 in Review

Strategic Financial Services sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2021, closing a stake of 4,840 shares — an estimated $397K sold.

Strategic Financial Services first reported a position in BSV in Q2 2016 and held it in 19 quarters. The position peaked at $5.43M in Q2 2017. 1,164 funds tracked by Wall St. Rank hold BSV as of Q4 2021.

  • Strategic Financial Services reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Strategic Financial Services sold 4,840 Vanguard Short-Term Bond ETF shares in Q4 2021, an estimated $397K.
  • Strategic Financial Services first reported a position in Vanguard Short-Term Bond ETF in Q2 2016 and held it in 19 quarters.
  • Strategic Financial Services's Vanguard Short-Term Bond ETF position peaked at $5.43M in Q2 2017.
  • 1,164 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2021.

Based on Strategic Financial Services's 13F filing for Q4 2021, filed 15 Feb 2022.