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

Altium 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
2018
Q3 		– Sell
-2,562
Closed -$200K – 304
2018
Q2 		$200K Sell
2,562
-9,374
-79% -$732K 0.05% 252
2018
Q1 		$936K Buy
11,936
+222
+2% +$17.4K 0.37% 49
2017
Q4 		$926K Buy
+11,714
New +$931K 0.42% 45

Other funds holding BSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Altium Wealth Management's BSV Position: Q3 2018 in Review

Altium Wealth Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2018, closing a stake of 2,562 shares — an estimated $200K sold.

Altium Wealth Management first reported a position in BSV in Q4 2017 and held it in 3 quarters. The position peaked at $936K in Q1 2018. 645 funds tracked by Wall St. Rank hold BSV as of Q3 2018.

  • Altium Wealth Management reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2018 after selling out during the quarter.
  • Altium Wealth Management sold 2,562 Vanguard Short-Term Bond ETF shares in Q3 2018, an estimated $200K.
  • Altium Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2017 and held it in 3 quarters.
  • Altium Wealth Management's Vanguard Short-Term Bond ETF position peaked at $936K in Q1 2018.
  • 645 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2018.

Based on Altium Wealth Management's 13F filing for Q3 2018, filed 13 Nov 2018.