Tiedemann Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Tiedemann Advisors’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 Q2	–	Sell	-3,383	Closed	-$279K	–	362
2021 Q1	$279K	Hold	3,383	–	–	0.01%	271
2020 Q4	$280K	Hold	3,383	–	–	0.01%	266
2020 Q3	$281K	Sell	3,383 -276	-8%	-$22.9K	0.01%	269
2020 Q2	$304K	Sell	3,659 -242	-6%	-$20K	0.02%	246
2020 Q1	$321K	Buy	3,901 +941	+32%	+$76.4K	0.02%	232
2019 Q4	$239K	Sell	2,960 -1,923	-39%	-$155K	0.01%	269
2019 Q3	$395K	Sell	4,883 -459	-9%	-$37K	0.02%	235
2019 Q2	$431K	Sell	5,342 -290	-5%	-$23.1K	0.02%	212
2019 Q1	$448K	Sell	5,632 -126	-2%	-$9.94K	0.02%	316
2018 Q4	$453K	Sell	5,758 -210	-4%	-$16.4K	0.02%	300
2018 Q3	$465K	Buy	5,968 +1,388	+30%	+$108K	0.03%	236
2018 Q2	$358K	Buy	+4,580	New	+$358K	0.02%	242

Other funds holding BSV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Tiedemann Advisors's BSV Position: Q2 2021 in Review

Tiedemann Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2021, closing a stake of 3,383 shares — an estimated $279K sold.

Tiedemann Advisors first reported a position in BSV in Q2 2018 and held it in 12 quarters. The position peaked at $465K in Q3 2018. 1,026 funds tracked by Wall St. Rank hold BSV as of Q2 2021.

Tiedemann Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2021 after selling out during the quarter.
Tiedemann Advisors sold 3,383 Vanguard Short-Term Bond ETF shares in Q2 2021, an estimated $279K.
Tiedemann Advisors first reported a position in Vanguard Short-Term Bond ETF in Q2 2018 and held it in 12 quarters.
Tiedemann Advisors's Vanguard Short-Term Bond ETF position peaked at $465K in Q3 2018.
1,026 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2021.

Based on Tiedemann Advisors's 13F filing for Q2 2021, filed 12 Aug 2021.