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

Surevest’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	$2.55M	Sell	34,069 -342	-1%	-$26.1K	0.69%	60
2022 Q2	$2.64M	Sell	34,411 -73	-0.2%	-$5.62K	0.69%	61
2022 Q1	$2.69M	Buy	34,484 +32,066	+1,326%	+$2.55M	0.65%	66
2021 Q4	$195K	Buy	+2,418	New	+$197K	0.05%	119

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Surevest's BSV Position: Q3 2022 in Review

Surevest reduced its Vanguard Short-Term Bond ETF (BSV) stake by 0.99% in Q3 2022, selling an estimated $26.1K and leaving 34,069 shares worth $2.55M. The position accounts for 0.69% of the portfolio, ranked #60.

Surevest first reported a position in BSV in Q4 2021 and has held it in 4 quarters since. The position peaked at $2.69M in Q1 2022. 1,130 funds tracked by Wall St. Rank hold BSV as of Q3 2022.

Surevest held 34,069 shares of Vanguard Short-Term Bond ETF worth $2.55M as of Q3 2022.
Surevest sold 342 Vanguard Short-Term Bond ETF shares in Q3 2022, an estimated $26.1K.
Vanguard Short-Term Bond ETF made up 0.69% of Surevest's portfolio in Q3 2022, its #60 holding.
Surevest first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 4 quarters since.
Surevest's Vanguard Short-Term Bond ETF position peaked at $2.69M in Q1 2022.
1,130 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.