SIS
SVB Investment Services’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $2.3M | Sell |
29,500
-2,470
| -8% | -$192K | 1.43% | 15 |
|
|
2021
Q4 | $2.58M | Sell |
31,970
-2,957
| -8% | -$239K | 1.72% | 12 |
|
|
2021
Q3 | $2.86M | Sell |
34,927
-4,286
| -11% | -$351K | 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% | +$68.8K | 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% | +$561K | 2.95% | 8 |
|
|
2020
Q1 | $2.63M | Sell |
32,000
-539
| -2% | -$44.3K | 2.28% | 9 |
|
|
2019
Q4 | $2.62M | Buy |
+32,539
| New | +$2.62M | 2.49% | 11 |
|