Unionview LLC’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Unionview LLC’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 Q4	–	Sell	-4,155	Closed	-$311K	–	77
2022 Q3	$311K	Hold	4,155	–	–	0.36%	53
2022 Q2	$319K	Sell	4,155 -1,259	-23%	-$97K	0.36%	50
2022 Q1	$422K	Hold	5,414	–	–	0.39%	49
2021 Q4	$438K	Buy	+5,414	New	+$440K	0.41%	43

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

PCA

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

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

Goldman Sachs New York $871B AUM 31.28% 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

UCFA

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Unionview LLC's BSV Position: Q4 2022 in Review

Unionview LLC sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2022, closing a stake of 4,155 shares — an estimated $311K sold.

Unionview LLC first reported a position in BSV in Q4 2021 and held it in 4 quarters. The position peaked at $438K in Q4 2021. 1,167 funds tracked by Wall St. Rank hold BSV as of Q4 2022.

Unionview LLC reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2022 after selling out during the quarter.
Unionview LLC sold 4,155 Vanguard Short-Term Bond ETF shares in Q4 2022, an estimated $311K.
Unionview LLC first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and held it in 4 quarters.
Unionview LLC's Vanguard Short-Term Bond ETF position peaked at $438K in Q4 2021.
1,167 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2022.

Based on Unionview LLC's 13F filing for Q4 2022, filed 9 Feb 2023.