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

Braver 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
2016
Q3 		– Sell
-2,819
Closed -$229K – 142
2016
Q2 		$229K Sell
2,819
-17
-0.6% -$1.37K 0.04% 129
2016
Q1 		$229K Buy
+2,836
New +$227K 0.04% 137

Other funds holding BSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Braver Wealth Management's BSV Position: Q3 2016 in Review

Braver Wealth Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2016, closing a stake of 2,819 shares — an estimated $229K sold.

Braver Wealth Management first reported a position in BSV in Q1 2016 and held it in 2 quarters. The position peaked at $229K in Q2 2016. 507 funds tracked by Wall St. Rank hold BSV as of Q3 2016.

  • Braver Wealth Management reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2016 after selling out during the quarter.
  • Braver Wealth Management sold 2,819 Vanguard Short-Term Bond ETF shares in Q3 2016, an estimated $229K.
  • Braver Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2016 and held it in 2 quarters.
  • Braver Wealth Management's Vanguard Short-Term Bond ETF position peaked at $229K in Q2 2016.
  • 507 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2016.

Based on Braver Wealth Management's 13F filing for Q3 2016, filed 26 Oct 2016.