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

Claro 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
2019
Q1 		– Sell
-125
Closed -$10K – 253
2018
Q4 		$10K Buy
+125
New +$9.75K 0.01% 667

Other funds holding BSV

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Claro Advisors's BSV Position: Q1 2019 in Review

Claro Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2019, closing a stake of 125 shares — an estimated $10K sold.

Claro Advisors first reported a position in BSV in Q4 2018 and held it in 1 quarter. The position peaked at $10K in Q4 2018. 718 funds tracked by Wall St. Rank hold BSV as of Q1 2019.

  • Claro Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2019 after selling out during the quarter.
  • Claro Advisors sold 125 Vanguard Short-Term Bond ETF shares in Q1 2019, an estimated $10K.
  • Claro Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2018 and held it in 1 quarter.
  • Claro Advisors's Vanguard Short-Term Bond ETF position peaked at $10K in Q4 2018.
  • 718 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2019.

Based on Claro Advisors's 13F filing for Q1 2019, filed 10 May 2019.