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Adams Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Adams Wealth 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
2020
Q4 		– Sell
-26
Closed -$2K – 106
2020
Q3 		$2K Buy
+26
New +$2.16K ﹤0.01% 277

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
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
MIM
MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return
LPL Financial
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Adams Wealth Management's BSV Position: Q4 2020 in Review

Adams Wealth Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2020, closing a stake of 26 shares — an estimated $2K sold.

Adams Wealth Management first reported a position in BSV in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 993 funds tracked by Wall St. Rank hold BSV as of Q4 2020.

  • Adams Wealth Management reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Adams Wealth Management sold 26 Vanguard Short-Term Bond ETF shares in Q4 2020, an estimated $2K.
  • Adams Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q3 2020 and held it in 1 quarter.
  • Adams Wealth Management's Vanguard Short-Term Bond ETF position peaked at $2K in Q3 2020.
  • 993 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2020.

Based on Adams Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.