DDD Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

DDD Partners’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	-5,281	Closed	-$413K	–	51
2018 Q2	$413K	Sell	5,281 -145	-3%	-$11.3K	0.17%	40
2018 Q1	$426K	Buy	+5,426	New	+$426K	0.17%	46

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

DDD Partners's BSV Position: Q3 2018 in Review

DDD Partners sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2018, closing a stake of 5,281 shares — an estimated $413K sold.

DDD Partners first reported a position in BSV in Q1 2018 and held it in 2 quarters. The position peaked at $426K in Q1 2018. 645 funds tracked by Wall St. Rank hold BSV as of Q3 2018.

DDD Partners reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2018 after selling out during the quarter.
DDD Partners sold 5,281 Vanguard Short-Term Bond ETF shares in Q3 2018, an estimated $413K.
DDD Partners first reported a position in Vanguard Short-Term Bond ETF in Q1 2018 and held it in 2 quarters.
DDD Partners's Vanguard Short-Term Bond ETF position peaked at $426K in Q1 2018.
645 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2018.

Based on DDD Partners's 13F filing for Q3 2018, filed 7 Nov 2018.