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

Arrow 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
2017
Q2 		– Sell
-153,273
Closed -$12.2M – 72
2017
Q1 		$12.2M Sell
153,273
-104,023
-40% -$8.28M 4.12% 10
2016
Q4 		$20.4M Sell
257,296
-28,699
-10% -$2.3M 5.38% 8
2016
Q3 		$23.1M Sell
285,995
-39,496
-12% -$3.19M 5.41% 5
2016
Q2 		$26.4M Sell
325,491
-65,865
-17% -$5.31M 5.73% 5
2016
Q1 		$31.6M Buy
391,356
+56,092
+17% +$4.5M 6.83% 4
2015
Q4 		$26.7M Sell
335,264
-26,639
-7% -$2.13M 7.01% 4
2015
Q3 		$29.1M Sell
361,903
-15,383
-4% -$1.23M 7.15% 5
2015
Q2 		$30.3M Sell
377,286
-26,310
-7% -$2.11M 6.09% 5
2015
Q1 		$32.5M Sell
403,596
-25,501
-6% -$2.05M 5.96% 5
2014
Q4 		$34.3M Sell
429,097
-16,787
-4% -$1.35M 6.56% 4
2014
Q3 		$35.7M Sell
445,884
-20,100
-4% -$1.61M 6.46% 4
2014
Q2 		$37.4M Sell
465,984
-3,000
-0.6% -$241K 6.76% 3
2014
Q1 		$37.6M Sell
468,984
-11,150
-2% -$894K 6.95% 3
2013
Q4 		$38.4M Buy
480,134
+27,650
+6% +$2.22M 7.36% 3
2013
Q3 		$36.4M Buy
452,484
+10,700
+2% +$857K 8.37% 3
2013
Q2 		$35.4M Buy
+441,784
New +$35.7M 7.62% 4

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 $424B AUM 22.94% 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
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Arrow Investment Advisors's BSV Position: Q2 2017 in Review

Arrow Investment Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2017, closing a stake of 153,273 shares — an estimated $12.2M sold.

Arrow Investment Advisors first reported a position in BSV in Q2 2013 and held it in 16 quarters. The position peaked at $38.4M in Q4 2013. 576 funds tracked by Wall St. Rank hold BSV as of Q2 2017.

  • Arrow Investment Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2017 after selling out during the quarter.
  • Arrow Investment Advisors sold 153,273 Vanguard Short-Term Bond ETF shares in Q2 2017, an estimated $12.2M.
  • Arrow Investment Advisors first reported a position in Vanguard Short-Term Bond ETF in Q2 2013 and held it in 16 quarters.
  • Arrow Investment Advisors's Vanguard Short-Term Bond ETF position peaked at $38.4M in Q4 2013.
  • 576 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2017.

Based on Arrow Investment Advisors's 13F filing for Q2 2017, filed 11 Aug 2017.