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Avalon Investment & Advisory’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Avalon Investment & Advisory’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
-4,536
Closed -$366K – 307
2019
Q4 		$366K Buy
+4,536
New +$366K 0.01% 280

Other funds holding BSV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Avalon Investment & Advisory's BSV Position: Q1 2020 in Review

Avalon Investment & Advisory sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2020, closing a stake of 4,536 shares — an estimated $366K sold.

Avalon Investment & Advisory first reported a position in BSV in Q4 2019 and held it in 1 quarter. The position peaked at $366K in Q4 2019. 816 funds tracked by Wall St. Rank hold BSV as of Q1 2020.

  • Avalon Investment & Advisory reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Avalon Investment & Advisory sold 4,536 Vanguard Short-Term Bond ETF shares in Q1 2020, an estimated $366K.
  • Avalon Investment & Advisory first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and held it in 1 quarter.
  • Avalon Investment & Advisory's Vanguard Short-Term Bond ETF position peaked at $366K in Q4 2019.
  • 816 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2020.

Based on Avalon Investment & Advisory's 13F filing for Q1 2020, filed 5 May 2020.