Advanced Asset Management Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Advanced Asset Management 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
2019 Q2	–	Sell	-6,208	Closed	-$494K	–	91
2019 Q1	$494K	Sell	6,208 -1,774	-22%	-$140K	0.18%	86
2018 Q4	$627K	Buy	+7,982	New	+$622K	0.2%	92
2018 Q3	–	Sell	-8,901	Closed	-$696K	–	105
2018 Q2	$696K	Sell	8,901 -1,797	-17%	-$140K	0.22%	91
2018 Q1	$839K	Sell	10,698 -225	-2%	-$17.7K	0.28%	71
2017 Q4	$864K	Buy	+10,923	New	+$868K	0.28%	70

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

Advanced Asset Management Advisors's BSV Position: Q2 2019 in Review

Advanced Asset Management Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2019, closing a stake of 6,208 shares — an estimated $494K sold.

Advanced Asset Management Advisors first reported a position in BSV in Q4 2017 and held it in 5 quarters. The position peaked at $864K in Q4 2017. 732 funds tracked by Wall St. Rank hold BSV as of Q2 2019.

Advanced Asset Management Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2019 after selling out during the quarter.
Advanced Asset Management Advisors sold 6,208 Vanguard Short-Term Bond ETF shares in Q2 2019, an estimated $494K.
Advanced Asset Management Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2017 and held it in 5 quarters.
Advanced Asset Management Advisors's Vanguard Short-Term Bond ETF position peaked at $864K in Q4 2017.
732 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2019.

Based on Advanced Asset Management Advisors's 13F filing for Q2 2019, filed 2 Aug 2019.