Executive Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Executive Wealth Management’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 Q3	–	Sell	-1,408	Closed	-$113K	–	217
2019 Q2	$113K	Buy	1,408 +21	+2%	+$1.68K	0.02%	205
2019 Q1	$110K	Sell	1,387 -455	-25%	-$35.9K	0.02%	188
2018 Q4	$145K	Buy	+1,842	New	+$144K	0.03%	164

Other funds holding BSV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

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

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

Executive Wealth Management's BSV Position: Q3 2019 in Review

Executive Wealth Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2019, closing a stake of 1,408 shares — an estimated $113K sold.

Executive Wealth Management first reported a position in BSV in Q4 2018 and held it in 3 quarters. The position peaked at $145K in Q4 2018. 726 funds tracked by Wall St. Rank hold BSV as of Q3 2019.

Executive Wealth Management reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2019 after selling out during the quarter.
Executive Wealth Management sold 1,408 Vanguard Short-Term Bond ETF shares in Q3 2019, an estimated $113K.
Executive Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2018 and held it in 3 quarters.
Executive Wealth Management's Vanguard Short-Term Bond ETF position peaked at $145K in Q4 2018.
726 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.