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Thrive Capital Management (Pennsylvania)’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Thrive Capital Management (Pennsylvania)’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
2021
Q4 		– Sell
-2,640
Closed -$216K – 103
2021
Q3 		$216K Sell
2,640
-74
-3% -$6.08K 0.16% 106
2021
Q2 		$223K Sell
2,714
-227
-8% -$18.7K 0.17% 106
2021
Q1 		$242K Buy
2,941
+145
+5% +$12K 0.23% 104
2020
Q4 		$232K Buy
+2,796
New +$232K 0.25% 79

Other funds holding BSV

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Thrive Capital Management (Pennsylvania)'s BSV Position: Q4 2021 in Review

Thrive Capital Management (Pennsylvania) sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2021, closing a stake of 2,640 shares — an estimated $216K sold.

Thrive Capital Management (Pennsylvania) first reported a position in BSV in Q4 2020 and held it in 4 quarters. The position peaked at $242K in Q1 2021. 1,164 funds tracked by Wall St. Rank hold BSV as of Q4 2021.

  • Thrive Capital Management (Pennsylvania) reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Thrive Capital Management (Pennsylvania) sold 2,640 Vanguard Short-Term Bond ETF shares in Q4 2021, an estimated $216K.
  • Thrive Capital Management (Pennsylvania) first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and held it in 4 quarters.
  • Thrive Capital Management (Pennsylvania)'s Vanguard Short-Term Bond ETF position peaked at $242K in Q1 2021.
  • 1,164 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2021.

Based on Thrive Capital Management (Pennsylvania)'s 13F filing for Q4 2021, filed 9 Feb 2022.