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Chessman Wealth Strategies RIA’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Chessman Wealth Strategies RIA’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
-200
Closed -$16K – 43
2018
Q3 		$16K Buy
+200
New +$15.6K 0.01% 107

Other funds holding BSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
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

Chessman Wealth Strategies RIA's BSV Position: Q4 2018 in Review

Chessman Wealth Strategies RIA sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2018, closing a stake of 200 shares — an estimated $16K sold.

Chessman Wealth Strategies RIA first reported a position in BSV in Q3 2018 and held it in 1 quarter. The position peaked at $16K in Q3 2018. 706 funds tracked by Wall St. Rank hold BSV as of Q4 2018.

  • Chessman Wealth Strategies RIA reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Chessman Wealth Strategies RIA sold 200 Vanguard Short-Term Bond ETF shares in Q4 2018, an estimated $16K.
  • Chessman Wealth Strategies RIA first reported a position in Vanguard Short-Term Bond ETF in Q3 2018 and held it in 1 quarter.
  • Chessman Wealth Strategies RIA's Vanguard Short-Term Bond ETF position peaked at $16K in Q3 2018.
  • 706 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2018.

Based on Chessman Wealth Strategies RIA's 13F filing for Q4 2018, filed 14 Jan 2019.