Bruderman Asset Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Bruderman Asset 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
2019 Q1	–	Sell	-64	Closed	-$5K	–	645
2018 Q4	$5K	Buy	+64	New	+$4.99K	﹤0.01%	483
2017 Q1	–	Sell	-230	Closed	-$18K	–	143
2016 Q4	$18K	Sell	230 -220	-49%	-$17.6K	0.01%	279
2016 Q3	$36K	Hold	450	–	–	0.01%	237
2016 Q2	$36K	Hold	450	–	–	0.01%	225
2016 Q1	$36K	Hold	450	–	–	0.01%	224
2015 Q4	$36K	Sell	450 -135	-23%	-$10.8K	0.01%	239
2015 Q3	$47K	Sell	585 -165	-22%	-$13.2K	0.02%	214
2015 Q2	$60K	Sell	750 -300	-29%	-$24.1K	0.02%	198
2015 Q1	$85K	Buy	+1,050	New	+$84.3K	0.03%	170

Other funds holding BSV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

TAIM

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

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

Bruderman Asset Management's BSV Position: Q1 2019 in Review

Bruderman Asset Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2019, closing a stake of 64 shares — an estimated $5K sold.

Bruderman Asset Management first reported a position in BSV in Q1 2015 and held it in 9 quarters. The position peaked at $85K in Q1 2015. 717 funds tracked by Wall St. Rank hold BSV as of Q1 2019.

Bruderman Asset Management reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2019 after selling out during the quarter.
Bruderman Asset Management sold 64 Vanguard Short-Term Bond ETF shares in Q1 2019, an estimated $5K.
Bruderman Asset Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2015 and held it in 9 quarters.
Bruderman Asset Management's Vanguard Short-Term Bond ETF position peaked at $85K in Q1 2015.
717 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2019.

Based on Bruderman Asset Management's 13F filing for Q1 2019, filed 14 May 2019.