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Arkos Global Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Arkos Global 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
-5,985
Closed -$476K – 51
2019
Q1 		$476K Sell
5,985
-463
-7% -$36.5K 0.36% 35
2018
Q4 		$507K Buy
+6,448
New +$503K 0.41% 35

Other funds holding BSV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
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)
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Arkos Global Advisors's BSV Position: Q2 2019 in Review

Arkos Global Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2019, closing a stake of 5,985 shares — an estimated $476K sold.

Arkos Global Advisors first reported a position in BSV in Q4 2018 and held it in 2 quarters. The position peaked at $507K in Q4 2018. 732 funds tracked by Wall St. Rank hold BSV as of Q2 2019.

  • Arkos Global Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Arkos Global Advisors sold 5,985 Vanguard Short-Term Bond ETF shares in Q2 2019, an estimated $476K.
  • Arkos Global Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2018 and held it in 2 quarters.
  • Arkos Global Advisors's Vanguard Short-Term Bond ETF position peaked at $507K in Q4 2018.
  • 732 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2019.

Based on Arkos Global Advisors's 13F filing for Q2 2019, filed 12 Aug 2019.