FMA Advisory’s Vanguard Short-Term Bond ETF BSV Stock Holding History

FMA Advisory’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	$32K	Buy	+405	New	+$32.5K	0.02%	216

Other funds holding BSV

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FMA Advisory's BSV Position: Q2 2015 in Review

FMA Advisory opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q2 2015: 405 shares worth $32K. The stake represents 0.02% of the portfolio and ranks #216 among its holdings.

417 funds tracked by Wall St. Rank hold BSV as of Q2 2015.

FMA Advisory held 405 shares of Vanguard Short-Term Bond ETF worth $32K as of Q2 2015.
Vanguard Short-Term Bond ETF was a new FMA Advisory position in Q2 2015.
Vanguard Short-Term Bond ETF made up 0.02% of FMA Advisory's portfolio in Q2 2015, its #216 holding.
417 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2015.

Based on FMA Advisory's 13F filing for Q2 2015, filed 17 Dec 2019.