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

SWMG LLC’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 		$225K Buy
2,885
+282
+11% +$22.4K 0.12% 62
2021
Q4 		$210K Sell
2,603
-1,951
-43% -$159K 0.11% 66
2021
Q3 		$373K Sell
4,554
-699
-13% -$57.4K 0.22% 56
2021
Q2 		$432K Sell
5,253
-1,808
-26% -$149K 0.25% 49
2021
Q1 		$580K Sell
7,061
-251
-3% -$20.7K 0.4% 42
2020
Q4 		$605K Buy
+7,312
New +$606K 0.44% 40

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SWMG LLC's BSV Position: Q1 2022 in Review

SWMG LLC increased its Vanguard Short-Term Bond ETF (BSV) stake by 11% in Q1 2022, buying an estimated $22.4K and bringing the position to 2,885 shares worth $225K. The position accounts for 0.12% of the portfolio, ranked #62.

SWMG LLC first reported a position in BSV in Q4 2020 and has held it in 6 quarters since. The position peaked at $605K in Q4 2020. 1,159 funds tracked by Wall St. Rank hold BSV as of Q1 2022.

  • SWMG LLC held 2,885 shares of Vanguard Short-Term Bond ETF worth $225K as of Q1 2022.
  • SWMG LLC bought 282 Vanguard Short-Term Bond ETF shares in Q1 2022, an estimated $22.4K.
  • Vanguard Short-Term Bond ETF made up 0.12% of SWMG LLC's portfolio in Q1 2022, its #62 holding.
  • SWMG LLC first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and has held it in 6 quarters since.
  • SWMG LLC's Vanguard Short-Term Bond ETF position peaked at $605K in Q4 2020.
  • 1,159 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2022.

Based on SWMG LLC's 13F filing for Q1 2022, filed 16 May 2022.