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Clear Harbor Asset Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Clear Harbor Asset 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
-5
Closed -$415 – 371
2020
Q3 		$415 Buy
+5
New +$415 ﹤0.01% 780
2020
Q1 		– Sell
-210
Closed -$16.9K – 334
2019
Q4 		$16.9K Buy
+210
New +$16.9K ﹤0.01% 548

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

Clear Harbor Asset Management's BSV Position: Q4 2020 in Review

Clear Harbor Asset Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2020, closing a stake of 5 shares — an estimated $415 sold.

Clear Harbor Asset Management first reported a position in BSV in Q4 2019 and held it in 2 quarters. The position peaked at $16.9K in Q4 2019. 993 funds tracked by Wall St. Rank hold BSV as of Q4 2020.

  • Clear Harbor Asset Management reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Clear Harbor Asset Management sold 5 Vanguard Short-Term Bond ETF shares in Q4 2020, an estimated $415.
  • Clear Harbor Asset Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and held it in 2 quarters.
  • Clear Harbor Asset Management's Vanguard Short-Term Bond ETF position peaked at $16.9K in Q4 2019.
  • 993 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2020.

Based on Clear Harbor Asset Management's 13F filing for Q4 2020, filed 4 Feb 2021.