EAMA
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EFG Asset Management (Americas)’s Vanguard Short-Term Bond ETF BSV Stock Holding History

EFG Asset Management (Americas)’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
2021
Q1 		– Sell
-2,508
Closed -$208K – 140
2020
Q4 		$208K Sell
2,508
-3,093
-55% -$256K 0.04% 139
2020
Q3 		$465K Sell
5,601
-3,143
-36% -$261K 0.1% 109
2020
Q2 		$727K Sell
8,744
-353
-4% -$29.2K 0.19% 96
2020
Q1 		$748K Sell
9,097
-10,301
-53% -$836K 0.24% 89
2019
Q4 		$1.56M Sell
19,398
-2,930
-13% -$236K 0.41% 74
2019
Q3 		$1.8M Sell
22,328
-700
-3% -$56.5K 0.54% 66
2019
Q2 		$1.85M Sell
23,028
-3,601
-14% -$287K 0.53% 70
2019
Q1 		$2.12M Sell
26,629
-1,548
-5% -$122K 0.64% 60
2018
Q4 		$2.21M Buy
28,177
+3
+0% +$234 0.8% 54
2018
Q3 		$2.2M Buy
28,174
+5,859
+26% +$458K 0.63% 62
2018
Q2 		$1.75M Buy
22,315
+3,438
+18% +$269K 0.53% 60
2018
Q1 		$1.48M Sell
18,877
-12,111
-39% -$952K 0.61% 45
2017
Q4 		$2.45M Sell
30,988
-6,364
-17% -$506K 0.89% 35
2017
Q3 		$2.98M Sell
37,352
-36
-0.1% -$2.88K 1.13% 26
2017
Q2 		$2.98M Sell
37,388
-12,291
-25% -$982K 1.13% 23
2017
Q1 		$3.96M Sell
49,679
-14,816
-23% -$1.18M 1.53% 15
2016
Q4 		$5.12M Buy
64,495
+1,644
+3% +$132K 2.23% 9
2016
Q3 		$5.08M Buy
62,851
+31,261
+99% +$2.53M 2.15% 7
2016
Q2 		$2.56M Buy
31,590
+3,748
+13% +$302K 1.21% 27
2016
Q1 		$2.25M Sell
27,842
-1,265
-4% -$101K 1.12% 29
2015
Q4 		$2.1M Buy
29,107
+1,765
+6% +$141K 1.3% 23
2015
Q3 		$2.2M Buy
27,342
+3,057
+13% +$245K 1.37% 17
2015
Q2 		$1.95M Buy
24,285
+22,464
+1,234% +$1.8M 1.2% 11
2015
Q1 		$147K Sell
1,821
-18,136
-91% -$1.46M 0.11% 83
2014
Q4 		$1.6M Buy
19,957
+19,600
+5,490% +$1.57M 0.97% 12
2014
Q3 		$30K Buy
+357
New +$28.6K 0.03% 85

Other funds holding BSV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
MIM
MetLife Investment Management Whippany, New Jersey $22.1B AUM 45.54% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EFG Asset Management (Americas)'s BSV Position: Q1 2021 in Review

EFG Asset Management (Americas) sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2021, closing a stake of 2,508 shares — an estimated $208K sold.

EFG Asset Management (Americas) first reported a position in BSV in Q3 2014 and held it in 26 quarters. The position peaked at $5.12M in Q4 2016. 1,023 funds tracked by Wall St. Rank hold BSV as of Q1 2021.

  • EFG Asset Management (Americas) reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2021 after selling out during the quarter.
  • EFG Asset Management (Americas) sold 2,508 Vanguard Short-Term Bond ETF shares in Q1 2021, an estimated $208K.
  • EFG Asset Management (Americas) first reported a position in Vanguard Short-Term Bond ETF in Q3 2014 and held it in 26 quarters.
  • EFG Asset Management (Americas)'s Vanguard Short-Term Bond ETF position peaked at $5.12M in Q4 2016.
  • 1,023 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2021.

Based on EFG Asset Management (Americas)'s 13F filing for Q1 2021, filed 9 Apr 2021.