Washburn Capital Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Washburn Capital Management’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	-6,818	Closed	-$560K	–	54
2021 Q1	$560K	Sell	6,818 -4,303	-39%	-$355K	0.38%	42
2020 Q4	$922K	Buy	11,121 +700	+7%	+$58K	0.64%	31
2020 Q3	$865K	Buy	10,421 +1,439	+16%	+$120K	0.68%	31
2020 Q2	$747K	Buy	8,982 +345	+4%	+$28.5K	0.69%	29
2020 Q1	$710K	Sell	8,637 -350	-4%	-$28.4K	0.97%	22
2019 Q4	$724K	Buy	+8,987	New	+$725K	0.66%	20

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

Washburn Capital Management's BSV Position: Q2 2021 in Review

Washburn Capital Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2021, closing a stake of 6,818 shares — an estimated $560K sold.

Washburn Capital Management first reported a position in BSV in Q4 2019 and held it in 6 quarters. The position peaked at $922K in Q4 2020. 1,026 funds tracked by Wall St. Rank hold BSV as of Q2 2021.

Washburn Capital Management reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2021 after selling out during the quarter.
Washburn Capital Management sold 6,818 Vanguard Short-Term Bond ETF shares in Q2 2021, an estimated $560K.
Washburn Capital Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and held it in 6 quarters.
Washburn Capital Management's Vanguard Short-Term Bond ETF position peaked at $922K in Q4 2020.
1,026 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2021.

Based on Washburn Capital Management's 13F filing for Q2 2021, filed 2 Aug 2021.