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Chase Investment Counsel’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Chase Investment Counsel’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
2021
Q2 		– Sell
-5,034
Closed -$413K – 106
2021
Q1 		$413K Buy
+5,034
New +$416K 0.19% 71

Other funds holding BSV

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Chase Investment Counsel's BSV Position: Q2 2021 in Review

Chase Investment Counsel sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2021, closing a stake of 5,034 shares — an estimated $413K sold.

Chase Investment Counsel first reported a position in BSV in Q1 2021 and held it in 1 quarter. The position peaked at $413K in Q1 2021. 1,026 funds tracked by Wall St. Rank hold BSV as of Q2 2021.

  • Chase Investment Counsel reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Chase Investment Counsel sold 5,034 Vanguard Short-Term Bond ETF shares in Q2 2021, an estimated $413K.
  • Chase Investment Counsel first reported a position in Vanguard Short-Term Bond ETF in Q1 2021 and held it in 1 quarter.
  • Chase Investment Counsel's Vanguard Short-Term Bond ETF position peaked at $413K in Q1 2021.
  • 1,026 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2021.

Based on Chase Investment Counsel's 13F filing for Q2 2021, filed 29 Jul 2021.