Tru Independence Asset Management 2’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Tru Independence Asset Management 2’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	–	Sell	-95,293	Closed	-$7.7M	–	102
2021 Q4	$7.7M	Buy	95,293 +7,003	+8%	+$570K	4.08%	8
2021 Q3	$7.23M	Buy	88,290 +8,620	+11%	+$708K	5.13%	5
2021 Q2	$6.55M	Buy	79,670 +21,614	+37%	+$1.78M	4.47%	3
2021 Q1	$4.77M	Buy	58,056 +10,676	+23%	+$881K	3.77%	5
2020 Q4	$3.93M	Buy	+47,380	New	+$3.93M	3.31%	7

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

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

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

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

Tru Independence Asset Management 2's BSV Position: Q1 2022 in Review

Tru Independence Asset Management 2 sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2022, closing a stake of 95,293 shares — an estimated $7.7M sold.

Tru Independence Asset Management 2 first reported a position in BSV in Q4 2020 and held it in 5 quarters. The position peaked at $7.7M in Q4 2021. 1,159 funds tracked by Wall St. Rank hold BSV as of Q1 2022.

Tru Independence Asset Management 2 reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2022 after selling out during the quarter.
Tru Independence Asset Management 2 sold 95,293 Vanguard Short-Term Bond ETF shares in Q1 2022, an estimated $7.7M.
Tru Independence Asset Management 2 first reported a position in Vanguard Short-Term Bond ETF in Q4 2020 and held it in 5 quarters.
Tru Independence Asset Management 2's Vanguard Short-Term Bond ETF position peaked at $7.7M in Q4 2021.
1,159 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2022.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2022, filed 27 Apr 2022.