SVB Investment Services’s Vanguard Short-Term Bond ETF BSV Stock Holding History

SVB Investment 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
2022 Q1	$2.3M	Sell	29,500 -2,470	-8%	-$196K	1.43%	15
2021 Q4	$2.58M	Sell	31,970 -2,957	-8%	-$240K	1.72%	12
2021 Q3	$2.86M	Sell	34,927 -4,286	-11%	-$352K	1.91%	11
2021 Q2	$3.22M	Sell	39,213 -3,795	-9%	-$312K	2.15%	11
2021 Q1	$3.53M	Buy	43,008 +837	+2%	+$69.1K	2.82%	9
2020 Q4	$3.5M	Buy	42,171 +2,002	+5%	+$166K	2.71%	8
2020 Q3	$3.34M	Buy	40,169 +1,422	+4%	+$118K	2.83%	8
2020 Q2	$3.22M	Buy	38,747 +6,747	+21%	+$558K	2.95%	8
2020 Q1	$2.63M	Sell	32,000 -539	-2%	-$43.8K	2.28%	9
2019 Q4	$2.62M	Buy	+32,539	New	+$2.63M	2.49%	11

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

SVB Investment Services's BSV Position: Q1 2022 in Review

SVB Investment Services reduced its Vanguard Short-Term Bond ETF (BSV) stake by 7.7% in Q1 2022, selling an estimated $196K and leaving 29,500 shares worth $2.3M. The position accounts for 1.43% of the portfolio, ranked #15.

SVB Investment Services first reported a position in BSV in Q4 2019 and has held it in 10 quarters since. The position peaked at $3.53M in Q1 2021. 1,159 funds tracked by Wall St. Rank hold BSV as of Q1 2022.

SVB Investment Services held 29,500 shares of Vanguard Short-Term Bond ETF worth $2.3M as of Q1 2022.
SVB Investment Services sold 2,470 Vanguard Short-Term Bond ETF shares in Q1 2022, an estimated $196K.
Vanguard Short-Term Bond ETF made up 1.43% of SVB Investment Services's portfolio in Q1 2022, its #15 holding.
SVB Investment Services first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and has held it in 10 quarters since.
SVB Investment Services's Vanguard Short-Term Bond ETF position peaked at $3.53M in Q1 2021.
1,159 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2022.

Based on SVB Investment Services's 13F filing for Q1 2022, filed 10 May 2022.