TimeScale Financial’s Vanguard Short-Term Bond ETF BSV Stock Holding History

TimeScale Financial’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 Q2	$11.9K	Buy	157 +1	+0.6%	+$76	﹤0.01%	344
2023 Q1	$11.9K	Sell	156 -155	-50%	-$11.7K	﹤0.01%	329
2022 Q4	$23.3K	Buy	311 +1	+0.3%	+$75	0.01%	220
2022 Q3	$23K	Hold	310	–	–	0.01%	219
2022 Q2	$24K	Sell	310 -152	-33%	-$11.7K	0.01%	211
2022 Q1	$36K	Hold	462	–	–	0.01%	198
2021 Q4	$37K	Buy	462 +4	+0.9%	+$325	0.01%	193
2021 Q3	$38K	Buy	458 +1	+0.2%	+$82	0.01%	190
2021 Q2	$38K	Buy	457 +1	+0.2%	+$82	0.01%	190
2021 Q1	$37K	Buy	456 +1	+0.2%	+$83	0.01%	195
2020 Q4	$38K	Buy	455 +2	+0.4%	+$166	0.01%	172
2020 Q3	$38K	Buy	453 +2	+0.4%	+$166	0.01%	168
2020 Q2	$37K	Buy	451 +1	+0.2%	+$83	0.01%	168
2020 Q1	$36K	Sell	450 -435	-49%	-$35.3K	0.01%	158
2019 Q4	$71K	Hold	885	–	–	0.02%	139
2019 Q3	$71K	Hold	885	–	–	0.02%	141
2019 Q2	$71K	Buy	+885	New	+$70.6K	0.03%	150

Other funds holding BSV

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

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

TimeScale Financial's BSV Position: Q2 2023 in Review

TimeScale Financial increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.64% in Q2 2023, buying an estimated $76 and bringing the position to 157 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #344.

TimeScale Financial first reported a position in BSV in Q2 2019 and has held it in 17 quarters since. The position peaked at $71K in Q4 2019. 1,140 funds tracked by Wall St. Rank hold BSV as of Q2 2023.

TimeScale Financial held 157 shares of Vanguard Short-Term Bond ETF worth $11.9K as of Q2 2023.
TimeScale Financial bought 1 Vanguard Short-Term Bond ETF share in Q2 2023, an estimated $76.
Vanguard Short-Term Bond ETF made up ﹤0.01% of TimeScale Financial's portfolio in Q2 2023, its #344 holding.
TimeScale Financial first reported a position in Vanguard Short-Term Bond ETF in Q2 2019 and has held it in 17 quarters since.
TimeScale Financial's Vanguard Short-Term Bond ETF position peaked at $71K in Q4 2019.
1,140 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2023.

Based on TimeScale Financial's 13F filing for Q2 2023, filed 27 Jul 2023.