AIS
BSV icon

Accurate Investment Solutions’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Accurate Investment Solutions’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
2020
Q2 		– Sell
-407
Closed -$33K – 55
2020
Q1 		$33K Buy
407
+1
+0.2% +$81 0.03% 224
2019
Q4 		$33K Buy
406
+3
+0.7% +$242 0.02% 198
2019
Q3 		$33K Buy
403
+2
+0.5% +$161 0.02% 141
2019
Q2 		$32K Buy
401
+3
+0.8% +$239 0.02% 137
2019
Q1 		$32K Buy
398
+1
+0.3% +$79 0.03% 136
2018
Q4 		$31K Sell
397
-29
-7% -$2.26K 0.03% 129
2018
Q3 		$33K Buy
426
+34
+9% +$2.66K 0.02% 146
2018
Q2 		$31K Buy
392
+2
+0.5% +$156 0.02% 177
2018
Q1 		$31K Buy
390
+1
+0.3% +$79 0.02% 170
2017
Q4 		$31K Sell
389
-296
-43% -$23.5K 0.02% 171
2017
Q3 		$55K Buy
685
+3
+0.4% +$240 0.04% 135
2017
Q2 		$54K Buy
682
+3
+0.4% +$240 0.04% 125
2017
Q1 		$54K Buy
679
+1
+0.1% +$80 0.04% 110
2016
Q4 		$54K Buy
678
+4
+0.6% +$320 0.05% 113
2016
Q3 		$54K Buy
674
+2
+0.3% +$162 0.05% 110
2016
Q2 		$54K Buy
672
+3
+0.4% +$242 0.06% 105
2016
Q1 		$54K Buy
669
+2
+0.3% +$160 0.05% 149
2015
Q4 		$53K Buy
+667
New +$53.4K 0.05% 108

Other funds holding BSV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Accurate Investment Solutions's BSV Position: Q2 2020 in Review

Accurate Investment Solutions sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2020, closing a stake of 407 shares — an estimated $33K sold.

Accurate Investment Solutions first reported a position in BSV in Q4 2015 and held it in 18 quarters. The position peaked at $55K in Q3 2017. 859 funds tracked by Wall St. Rank hold BSV as of Q2 2020.

  • Accurate Investment Solutions reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Accurate Investment Solutions sold 407 Vanguard Short-Term Bond ETF shares in Q2 2020, an estimated $33K.
  • Accurate Investment Solutions first reported a position in Vanguard Short-Term Bond ETF in Q4 2015 and held it in 18 quarters.
  • Accurate Investment Solutions's Vanguard Short-Term Bond ETF position peaked at $55K in Q3 2017.
  • 859 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2020.

Based on Accurate Investment Solutions's 13F filing for Q2 2020.