Acima Private Wealth’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Acima Private Wealth’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
2019 Q2	–	Sell	-290	Closed	-$23K	–	257
2019 Q1	$23K	Hold	290	–	–	0.02%	195
2018 Q4	$23K	Buy	+290	New	+$22.6K	0.02%	193

Other funds holding BSV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

PCA

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 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 $445B AUM 25.58% 1-Year Est. Return

Acima Private Wealth's BSV Position: Q2 2019 in Review

Acima Private Wealth sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2019, closing a stake of 290 shares — an estimated $23K sold.

Acima Private Wealth first reported a position in BSV in Q4 2018 and held it in 2 quarters. The position peaked at $23K in Q1 2019. 732 funds tracked by Wall St. Rank hold BSV as of Q2 2019.

Acima Private Wealth reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2019 after selling out during the quarter.
Acima Private Wealth sold 290 Vanguard Short-Term Bond ETF shares in Q2 2019, an estimated $23K.
Acima Private Wealth first reported a position in Vanguard Short-Term Bond ETF in Q4 2018 and held it in 2 quarters.
Acima Private Wealth's Vanguard Short-Term Bond ETF position peaked at $23K in Q1 2019.
732 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2019.

Based on Acima Private Wealth's 13F filing for Q2 2019, filed 23 Jul 2019.