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Camarda Financial Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Camarda Financial Advisors’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
2014
Q1 		– Sell
-67
Closed -$5K – 204
2013
Q4 		$5K Buy
+67
New +$5.39K ﹤0.01% 144
2013
Q3 		– Sell
-135
Closed -$11K – 114
2013
Q2 		$11K Buy
+135
New +$10.9K 0.01% 155

Other funds holding BSV

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
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 $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Camarda Financial Advisors's BSV Position: Q1 2014 in Review

Camarda Financial Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2014, closing a stake of 67 shares — an estimated $5K sold.

Camarda Financial Advisors first reported a position in BSV in Q2 2013 and held it in 2 quarters. The position peaked at $11K in Q2 2013. 349 funds tracked by Wall St. Rank hold BSV as of Q1 2014.

  • Camarda Financial Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2014 after selling out during the quarter.
  • Camarda Financial Advisors sold 67 Vanguard Short-Term Bond ETF shares in Q1 2014, an estimated $5K.
  • Camarda Financial Advisors first reported a position in Vanguard Short-Term Bond ETF in Q2 2013 and held it in 2 quarters.
  • Camarda Financial Advisors's Vanguard Short-Term Bond ETF position peaked at $11K in Q2 2013.
  • 349 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2014.

Based on Camarda Financial Advisors's 13F filing for Q1 2014, filed 15 May 2014.