Arcadia Investment Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Arcadia Investment 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
2020 Q1	–	Sell	-11	Closed	-$925	–	82
2019 Q4	$925	Hold	11	–	–	﹤0.01%	58
2019 Q3	$927	Hold	11	–	–	﹤0.01%	65
2019 Q2	$919	Hold	11	–	–	﹤0.01%	64
2019 Q1	$903	Hold	11	–	–	﹤0.01%	60
2018 Q4	$888	Hold	11	–	–	﹤0.01%	61
2018 Q3	$876	Hold	11	–	–	﹤0.01%	55
2018 Q2	$873	Hold	11	–	–	﹤0.01%	66
2018 Q1	$871	Hold	11	–	–	﹤0.01%	56
2017 Q4	$875	Buy	+11	New	+$874	﹤0.01%	63

Other funds holding BSV

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

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

PCA

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

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Arcadia Investment Advisors's BSV Position: Q1 2020 in Review

Arcadia Investment Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2020, closing a stake of 11 shares — an estimated $925 sold.

Arcadia Investment Advisors first reported a position in BSV in Q4 2017 and held it in 9 quarters. The position peaked at $927 in Q3 2019. 815 funds tracked by Wall St. Rank hold BSV as of Q1 2020.

Arcadia Investment Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2020 after selling out during the quarter.
Arcadia Investment Advisors sold 11 Vanguard Short-Term Bond ETF shares in Q1 2020, an estimated $925.
Arcadia Investment Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2017 and held it in 9 quarters.
Arcadia Investment Advisors's Vanguard Short-Term Bond ETF position peaked at $927 in Q3 2019.
815 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2020.

Based on Arcadia Investment Advisors's 13F filing for Q1 2020, filed 19 Dec 2024.