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Chicago Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Chicago Wealth Management’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
2020
Q4 		– Sell
-10,956
Closed -$910K – 29
2020
Q3 		$910K Sell
10,956
-27
-0.2% -$2.24K 1.03% 16
2020
Q2 		$913K Sell
10,983
-9,544
-46% -$789K 1.12% 16
2020
Q1 		$1.69M Buy
20,527
+427
+2% +$34.7K 1.99% 4
2019
Q4 		$1.62M Buy
+20,100
New +$1.62M 1.56% 16

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
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
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
MIM
MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Chicago Wealth Management's BSV Position: Q4 2020 in Review

Chicago Wealth Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2020, closing a stake of 10,956 shares — an estimated $910K sold.

Chicago Wealth Management first reported a position in BSV in Q4 2019 and held it in 4 quarters. The position peaked at $1.69M in Q1 2020. 994 funds tracked by Wall St. Rank hold BSV as of Q4 2020.

  • Chicago Wealth Management reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Chicago Wealth Management sold 10,956 Vanguard Short-Term Bond ETF shares in Q4 2020, an estimated $910K.
  • Chicago Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and held it in 4 quarters.
  • Chicago Wealth Management's Vanguard Short-Term Bond ETF position peaked at $1.69M in Q1 2020.
  • 994 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2020.

Based on Chicago Wealth Management's 13F filing for Q4 2020, filed 3 Feb 2021.