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

Cypress Wealth 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	$506K	Buy	+6,350	New	+$501K	0.58%	51

Other funds holding BSV

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cypress Wealth Advisors's BSV Position: Q1 2019 in Review

Cypress Wealth Advisors opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q1 2019: 6,350 shares worth $506K. The stake represents 0.58% of the portfolio and ranks #51 among its holdings.

717 funds tracked by Wall St. Rank hold BSV as of Q1 2019.

Cypress Wealth Advisors held 6,350 shares of Vanguard Short-Term Bond ETF worth $506K as of Q1 2019.
Vanguard Short-Term Bond ETF was a new Cypress Wealth Advisors position in Q1 2019.
Vanguard Short-Term Bond ETF made up 0.58% of Cypress Wealth Advisors's portfolio in Q1 2019, its #51 holding.
717 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2019.

Based on Cypress Wealth Advisors's 13F filing for Q1 2019, filed 17 May 2019.