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Deschaine & Company’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Deschaine & Company’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
2015
Q2 		$304K Buy
3,789
+189
+5% +$15.2K 0.48% 62
2015
Q1 		$290K Sell
3,600
-2,000
-36% -$161K 0.48% 61
2014
Q4 		$448K Buy
+5,600
New +$449K 0.68% 60

Other funds holding BSV

MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
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
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Deschaine & Company's BSV Position: Q2 2015 in Review

Deschaine & Company increased its Vanguard Short-Term Bond ETF (BSV) stake by 5.3% in Q2 2015, buying an estimated $15.2K and bringing the position to 3,789 shares worth $304K. The position accounts for 0.48% of the portfolio, ranked #62.

Deschaine & Company first reported a position in BSV in Q4 2014 and has held it in 3 quarters since. The position peaked at $448K in Q4 2014. 418 funds tracked by Wall St. Rank hold BSV as of Q2 2015.

  • Deschaine & Company held 3,789 shares of Vanguard Short-Term Bond ETF worth $304K as of Q2 2015.
  • Deschaine & Company bought 189 Vanguard Short-Term Bond ETF shares in Q2 2015, an estimated $15.2K.
  • Vanguard Short-Term Bond ETF made up 0.48% of Deschaine & Company's portfolio in Q2 2015, its #62 holding.
  • Deschaine & Company first reported a position in Vanguard Short-Term Bond ETF in Q4 2014 and has held it in 3 quarters since.
  • Deschaine & Company's Vanguard Short-Term Bond ETF position peaked at $448K in Q4 2014.
  • 418 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2015.

Based on Deschaine & Company's 13F filing for Q2 2015, filed 30 Jul 2015.