Boston Standard Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Boston Standard Wealth Management’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 Q1	$624K	Sell	7,953 -5,142	-39%	-$404K	0.39%	21
2017 Q4	$1.04M	Sell	13,095 -73,132	-85%	-$5.81M	0.66%	21
2017 Q3	$6.88M	Buy	86,227 +1,990	+2%	+$159K	4.6%	6
2017 Q2	$6.71M	Buy	84,237 +2,197	+3%	+$175K	4.67%	6
2017 Q1	$654K	Buy	82,040 +3,195	+4%	+$254K	0.5%	15
2016 Q4	$6.26M	Buy	78,845 +2,649	+3%	+$212K	4.96%	6
2016 Q3	$6.16M	Buy	76,196 +2,473	+3%	+$200K	4.98%	6
2016 Q2	$5.98M	Buy	73,723 +1,476	+2%	+$119K	5.2%	6
2016 Q1	$5.82M	Sell	72,247 -2,106	-3%	-$169K	5.33%	5
2015 Q4	$5.91M	Sell	74,353 -1,795	-2%	-$144K	5.84%	5
2015 Q3	$6.12M	Buy	76,148 +890	+1%	+$71.3K	6.1%	5
2015 Q2	$6.04M	Buy	+75,258	New	+$6.04M	5.65%	6
2015 Q1	–	Sell	-74,687	Closed	-$6.01M	–	26
2014 Q4	$6.01M	Buy	+74,687	New	+$5.99M	5.94%	5

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

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

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

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

FCFS

First Command Financial Services Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Boston Standard Wealth Management's BSV Position: Q1 2018 in Review

Boston Standard Wealth Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 39% in Q1 2018, selling an estimated $404K and leaving 7,953 shares worth $624K. The position accounts for 0.39% of the portfolio, ranked #21.

Boston Standard Wealth Management first reported a position in BSV in Q4 2014 and has held it in 13 quarters since. The position peaked at $6.88M in Q3 2017. 660 funds tracked by Wall St. Rank hold BSV as of Q1 2018.

Boston Standard Wealth Management held 7,953 shares of Vanguard Short-Term Bond ETF worth $624K as of Q1 2018.
Boston Standard Wealth Management sold 5,142 Vanguard Short-Term Bond ETF shares in Q1 2018, an estimated $404K.
Vanguard Short-Term Bond ETF made up 0.39% of Boston Standard Wealth Management's portfolio in Q1 2018, its #21 holding.
Boston Standard Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2014 and has held it in 13 quarters since.
Boston Standard Wealth Management's Vanguard Short-Term Bond ETF position peaked at $6.88M in Q3 2017.
660 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2018.

Based on Boston Standard Wealth Management's 13F filing for Q1 2018, filed 9 Apr 2018.