Axa’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Axa’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 Q4	–	Sell	-9,630	Closed	-$778K	–	1180
2019 Q3	$778K	Buy	9,630 +680	+8%	+$54.8K	﹤0.01%	1027
2019 Q2	$721K	Buy	8,950 +1,550	+21%	+$124K	﹤0.01%	1028
2019 Q1	$589K	Buy	7,400 +1,670	+29%	+$132K	﹤0.01%	1074
2018 Q4	$450K	Buy	5,730 +940	+20%	+$73.3K	﹤0.01%	1102
2018 Q3	$374K	Buy	4,790 +1,460	+44%	+$114K	﹤0.01%	1193
2018 Q2	$260K	Buy	+3,330	New	+$260K	﹤0.01%	1262

Other funds holding BSV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PCA

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

TAIM

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Axa's BSV Position: Q4 2019 in Review

Axa sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2019, closing a stake of 9,630 shares — an estimated $778K sold.

Axa first reported a position in BSV in Q2 2018 and held it in 6 quarters. The position peaked at $778K in Q3 2019. 827 funds tracked by Wall St. Rank hold BSV as of Q4 2019.

Axa reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2019 after selling out during the quarter.
Axa sold 9,630 Vanguard Short-Term Bond ETF shares in Q4 2019, an estimated $778K.
Axa first reported a position in Vanguard Short-Term Bond ETF in Q2 2018 and held it in 6 quarters.
Axa's Vanguard Short-Term Bond ETF position peaked at $778K in Q3 2019.
827 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2019.

Based on Axa's 13F filing for Q4 2019, filed 18 Feb 2020.