Capital Guardian Trust’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Capital Guardian Trust’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 Q4	–	Sell	-2,730	Closed	-$213K	–	288
2018 Q3	$213K	Buy	+2,730	New	+$213K	﹤0.01%	229
2017 Q1	–	Sell	-300	Closed	-$24K	–	654
2016 Q4	$24K	Hold	300	–	–	﹤0.01%	504
2016 Q3	$24K	Buy	+300	New	+$24.3K	﹤0.01%	486
2015 Q1	–	Sell	-1,200	Closed	-$96K	–	769
2014 Q4	$96K	Buy	+1,200	New	+$96.3K	﹤0.01%	361

Other funds holding BSV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Capital Guardian Trust's BSV Position: Q4 2018 in Review

Capital Guardian Trust sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2018, closing a stake of 2,730 shares — an estimated $213K sold.

Capital Guardian Trust first reported a position in BSV in Q4 2014 and held it in 4 quarters. The position peaked at $213K in Q3 2018. 706 funds tracked by Wall St. Rank hold BSV as of Q4 2018.

Capital Guardian Trust reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2018 after selling out during the quarter.
Capital Guardian Trust sold 2,730 Vanguard Short-Term Bond ETF shares in Q4 2018, an estimated $213K.
Capital Guardian Trust first reported a position in Vanguard Short-Term Bond ETF in Q4 2014 and held it in 4 quarters.
Capital Guardian Trust's Vanguard Short-Term Bond ETF position peaked at $213K in Q3 2018.
706 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2018.

Based on Capital Guardian Trust's 13F filing for Q4 2018, filed 14 Feb 2019.