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BSW Wealth Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

BSW Wealth Partners’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
Q4 		– Sell
-567
Closed -$7.01K – 75
2016
Q3 		$7.01K Sell
567
-6,433
-92% -$520K 0.24% 40
2016
Q2 		$567K Buy
+7,000
New +$564K 0.31% 35

Other funds holding BSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 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
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 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
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

BSW Wealth Partners's BSV Position: Q4 2016 in Review

BSW Wealth Partners sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2016, closing a stake of 567 shares — an estimated $7.01K sold.

BSW Wealth Partners first reported a position in BSV in Q2 2016 and held it in 2 quarters. The position peaked at $567K in Q2 2016. 555 funds tracked by Wall St. Rank hold BSV as of Q4 2016.

  • BSW Wealth Partners reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2016 after selling out during the quarter.
  • BSW Wealth Partners sold 567 Vanguard Short-Term Bond ETF shares in Q4 2016, an estimated $7.01K.
  • BSW Wealth Partners first reported a position in Vanguard Short-Term Bond ETF in Q2 2016 and held it in 2 quarters.
  • BSW Wealth Partners's Vanguard Short-Term Bond ETF position peaked at $567K in Q2 2016.
  • 555 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2016.

Based on BSW Wealth Partners's 13F filing for Q4 2016, filed 13 Feb 2017.