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

Ballew 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
2018 Q4	–	Sell	-127	Closed	-$10K	–	130
2018 Q3	$10K	Hold	127	–	–	0.01%	286
2018 Q2	$10K	Buy	+127	New	+$9.92K	0.01%	300

Other funds holding BSV

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 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

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

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

PCA

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

Ballew Advisors's BSV Position: Q4 2018 in Review

Ballew Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2018, closing a stake of 127 shares — an estimated $10K sold.

Ballew Advisors first reported a position in BSV in Q2 2018 and held it in 2 quarters. The position peaked at $10K in Q3 2018. 706 funds tracked by Wall St. Rank hold BSV as of Q4 2018.

Ballew Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2018 after selling out during the quarter.
Ballew Advisors sold 127 Vanguard Short-Term Bond ETF shares in Q4 2018, an estimated $10K.
Ballew Advisors first reported a position in Vanguard Short-Term Bond ETF in Q2 2018 and held it in 2 quarters.
Ballew Advisors's Vanguard Short-Term Bond ETF position peaked at $10K in Q3 2018.
706 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2018.

Based on Ballew Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.