Strategic Wealth Partners Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Strategic Wealth Partners Group’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	-4,367	Closed	-$358K	–	67
2021 Q3	$358K	Buy	+4,367	New	+$359K	0.07%	48
2021 Q1	$367K	Buy	+4,469	New	+$369K	0.07%	48
2018 Q3	–	Sell	-2,200	Closed	-$172	–	31
2018 Q2	$172	Sell	2,200 -4,293	-66%	-$335K	﹤0.01%	50
2018 Q1	$509	Sell	6,493 -64	-1%	-$5.03K	0.04%	48
2017 Q4	$519K	Sell	6,557 -2,964	-31%	-$236K	0.23%	23
2017 Q3	$760K	Buy	9,521 +1,615	+20%	+$129K	0.34%	22
2017 Q2	$631K	Sell	7,906 -67	-0.8%	-$5.35K	0.31%	19
2017 Q1	$636K	Sell	7,973 -212	-3%	-$16.9K	0.32%	19
2016 Q4	$650K	Buy	8,185 +6	+0.1%	+$480	0.31%	21
2016 Q3	$661K	Buy	8,179 +5	+0.1%	+$404	0.35%	16
2016 Q2	$662K	Buy	+8,174	New	+$659K	0.38%	14

Other funds holding BSV

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Strategic Wealth Partners Group's BSV Position: Q4 2021 in Review

Strategic Wealth Partners Group sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2021, closing a stake of 4,367 shares — an estimated $358K sold.

Strategic Wealth Partners Group first reported a position in BSV in Q2 2016 and held it in 11 quarters. The position peaked at $760K in Q3 2017. 1,164 funds tracked by Wall St. Rank hold BSV as of Q4 2021.

Strategic Wealth Partners Group reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2021 after selling out during the quarter.
Strategic Wealth Partners Group sold 4,367 Vanguard Short-Term Bond ETF shares in Q4 2021, an estimated $358K.
Strategic Wealth Partners Group first reported a position in Vanguard Short-Term Bond ETF in Q2 2016 and held it in 11 quarters.
Strategic Wealth Partners Group's Vanguard Short-Term Bond ETF position peaked at $760K in Q3 2017.
1,164 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2021.

Based on Strategic Wealth Partners Group's 13F filing for Q4 2021, filed 11 Feb 2022.