BOS
BSV icon

Bingham Osborn & Scarborough’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Bingham Osborn & Scarborough’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
Q4 		– Sell
-2,677
Closed -$222K – 139
2020
Q3 		$222K Buy
2,677
+2
+0.1% +$166 0.02% 150
2020
Q2 		$222K Buy
2,675
+2
+0.1% +$165 0.02% 143
2020
Q1 		$220K Buy
2,673
+2
+0.1% +$162 0.02% 134
2019
Q4 		$215K Buy
2,671
+2
+0.1% +$161 0.02% 157
2019
Q3 		$216K Sell
2,669
-306
-10% -$24.7K 0.02% 144
2019
Q2 		$240K Sell
2,975
-740
-20% -$59K 0.02% 131
2019
Q1 		$296K Buy
3,715
+311
+9% +$24.5K 0.03% 116
2018
Q4 		$267K Hold
3,404
– – 0.03% 114
2018
Q3 		$266K Sell
3,404
-576
-14% -$45K 0.02% 120
2018
Q2 		$311K Hold
3,980
– – 0.03% 107
2018
Q1 		$312K Hold
3,980
– – 0.03% 107
2017
Q4 		$315K Hold
3,980
– – 0.03% 103
2017
Q3 		$318K Hold
3,980
– – 0.03% 97
2017
Q2 		$318K Sell
3,980
-125
-3% -$9.98K 0.03% 94
2017
Q1 		$327K Buy
4,105
+190
+5% +$15.1K 0.03% 93
2016
Q4 		$311K Buy
3,915
+250
+7% +$20K 0.03% 91
2016
Q3 		$296K Buy
3,665
+50
+1% +$4.04K 0.03% 90
2016
Q2 		$293K Hold
3,615
– – 0.03% 93
2016
Q1 		$291K Hold
3,615
– – 0.03% 92
2015
Q4 		$288K Hold
3,615
– – 0.04% 90
2015
Q3 		$291K Sell
3,615
-250
-6% -$20K 0.04% 85
2015
Q2 		$310K Sell
3,865
-300
-7% -$24.1K 0.04% 86
2015
Q1 		$335K Buy
4,165
+300
+8% +$24.1K 0.04% 87
2014
Q4 		$309K Buy
3,865
+250
+7% +$20.1K 0.04% 87
2014
Q3 		$289K Buy
+3,615
New +$290K 0.04% 92

Other funds holding BSV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return
MIM
MetLife Investment Management Whippany, New Jersey $22.1B AUM 45.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $85.1B AUM 27.35% 1-Year Est. Return

Bingham Osborn & Scarborough's BSV Position: Q4 2020 in Review

Bingham Osborn & Scarborough sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2020, closing a stake of 2,677 shares — an estimated $222K sold.

Bingham Osborn & Scarborough first reported a position in BSV in Q3 2014 and held it in 25 quarters. The position peaked at $335K in Q1 2015. 995 funds tracked by Wall St. Rank hold BSV as of Q4 2020.

  • Bingham Osborn & Scarborough reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Bingham Osborn & Scarborough sold 2,677 Vanguard Short-Term Bond ETF shares in Q4 2020, an estimated $222K.
  • Bingham Osborn & Scarborough first reported a position in Vanguard Short-Term Bond ETF in Q3 2014 and held it in 25 quarters.
  • Bingham Osborn & Scarborough's Vanguard Short-Term Bond ETF position peaked at $335K in Q1 2015.
  • 995 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2020.

Based on Bingham Osborn & Scarborough's 13F filing for Q4 2020, filed 11 Feb 2021.