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

US Financial 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	-33,773	Closed	-$2.78M	–	83
2021 Q1	$2.78M	Buy	33,773 +869	+3%	+$71.7K	0.77%	30
2020 Q4	$2.73M	Buy	+32,904	New	+$2.73M	0.82%	27
2016 Q2	$979K	Hold	12,146	–	–	1.97%	19
2016 Q1	$979K	Buy	12,146 +366	+3%	+$29.3K	1.7%	19
2015 Q4	$937K	Buy	11,780 +3,834	+48%	+$307K	0.89%	20
2015 Q3	$639K	Buy	7,946 +7,448	+1,496%	+$597K	1.06%	14
2015 Q2	$40K	Buy	+498	New	+$40K	0.04%	121

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

US Financial Advisors's BSV Position: Q2 2021 in Review

US Financial Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2021, closing a stake of 33,773 shares — an estimated $2.78M sold.

US Financial Advisors first reported a position in BSV in Q2 2015 and held it in 7 quarters. The position peaked at $2.78M in Q1 2021. 1,027 funds tracked by Wall St. Rank hold BSV as of Q2 2021.

US Financial Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2021 after selling out during the quarter.
US Financial Advisors sold 33,773 Vanguard Short-Term Bond ETF shares in Q2 2021, an estimated $2.78M.
US Financial Advisors first reported a position in Vanguard Short-Term Bond ETF in Q2 2015 and held it in 7 quarters.
US Financial Advisors's Vanguard Short-Term Bond ETF position peaked at $2.78M in Q1 2021.
1,027 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2021.

Based on US Financial Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.