DLHL
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Donald L. Hagan LLC’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Donald L. Hagan LLC’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
2016
Q2 		– Sell
-348
Closed -$28K – 120
2016
Q1 		$28K Buy
+348
New +$27.9K 0.03% 161

Other funds holding BSV

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
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
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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

Donald L. Hagan LLC's BSV Position: Q2 2016 in Review

Donald L. Hagan LLC sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2016, closing a stake of 348 shares — an estimated $28K sold.

Donald L. Hagan LLC first reported a position in BSV in Q1 2016 and held it in 1 quarter. The position peaked at $28K in Q1 2016. 496 funds tracked by Wall St. Rank hold BSV as of Q2 2016.

  • Donald L. Hagan LLC reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2016 after selling out during the quarter.
  • Donald L. Hagan LLC sold 348 Vanguard Short-Term Bond ETF shares in Q2 2016, an estimated $28K.
  • Donald L. Hagan LLC first reported a position in Vanguard Short-Term Bond ETF in Q1 2016 and held it in 1 quarter.
  • Donald L. Hagan LLC's Vanguard Short-Term Bond ETF position peaked at $28K in Q1 2016.
  • 496 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2016.

Based on Donald L. Hagan LLC's 13F filing for Q2 2016, filed 21 Jul 2016.