Tempus Wealth Planning’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Tempus Wealth Planning’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
2023 Q1	–	Sell	-2,898	Closed	-$218K	–	181
2022 Q4	$218K	Sell	2,898 -1,384	-32%	-$104K	0.13%	165
2022 Q3	$320K	Buy	+4,282	New	+$327K	0.21%	125
2022 Q2	–	Sell	-2,995	Closed	-$233K	–	132
2022 Q1	$233K	Hold	2,995	–	–	0.17%	122
2021 Q4	$242K	Hold	2,995	–	–	0.13%	135
2021 Q3	$245K	Hold	2,995	–	–	0.14%	135
2021 Q2	$246K	Buy	+2,995	New	+$246K	0.16%	132

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Tempus Wealth Planning's BSV Position: Q1 2023 in Review

Tempus Wealth Planning sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2023, closing a stake of 2,898 shares — an estimated $218K sold.

Tempus Wealth Planning first reported a position in BSV in Q2 2021 and held it in 6 quarters. The position peaked at $320K in Q3 2022. 1,136 funds tracked by Wall St. Rank hold BSV as of Q1 2023.

Tempus Wealth Planning reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2023 after selling out during the quarter.
Tempus Wealth Planning sold 2,898 Vanguard Short-Term Bond ETF shares in Q1 2023, an estimated $218K.
Tempus Wealth Planning first reported a position in Vanguard Short-Term Bond ETF in Q2 2021 and held it in 6 quarters.
Tempus Wealth Planning's Vanguard Short-Term Bond ETF position peaked at $320K in Q3 2022.
1,136 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2023.

Based on Tempus Wealth Planning's 13F filing for Q1 2023, filed 8 May 2023.