Coyle Financial Counsel’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Coyle Financial 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
2018 Q3	–	Sell	-829	Closed	-$65K	–	68
2018 Q2	$65K	Sell	829 -225	-21%	-$17.6K	0.06%	62
2018 Q1	$83K	Sell	1,054 -5,661	-84%	-$445K	0.09%	50
2017 Q4	$531K	Buy	+6,715	New	+$534K	0.61%	30
2017 Q1	–	Sell	-2,896	Closed	-$230K	–	40
2016 Q4	$230K	Buy	2,896 +1	+0%	+$80	0.5%	26
2016 Q3	$233K	Buy	+2,895	New	+$234K	0.34%	41

Other funds holding BSV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Coyle Financial Counsel's BSV Position: Q3 2018 in Review

Coyle Financial Counsel sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2018, closing a stake of 829 shares — an estimated $65K sold.

Coyle Financial Counsel first reported a position in BSV in Q3 2016 and held it in 5 quarters. The position peaked at $531K in Q4 2017. 645 funds tracked by Wall St. Rank hold BSV as of Q3 2018.

Coyle Financial Counsel reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2018 after selling out during the quarter.
Coyle Financial Counsel sold 829 Vanguard Short-Term Bond ETF shares in Q3 2018, an estimated $65K.
Coyle Financial Counsel first reported a position in Vanguard Short-Term Bond ETF in Q3 2016 and held it in 5 quarters.
Coyle Financial Counsel's Vanguard Short-Term Bond ETF position peaked at $531K in Q4 2017.
645 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2018.

Based on Coyle Financial Counsel's 13F filing for Q3 2018, filed 13 Nov 2018.