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Genovese Burford & Brothers Wealth & Retirement Plan Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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
2020
Q4 		$263K Buy
3,174
+2
+0.1% +$166 0.07% 102
2020
Q3 		$263K Buy
3,172
+490
+18% +$40.7K 0.07% 82
2020
Q2 		$223K Hold
2,682
– – 0.06% 75
2020
Q1 		$220K Hold
2,682
– – 0.06% 81
2019
Q4 		$216K Buy
2,682
+200
+8% +$16.1K 0.05% 105
2019
Q3 		$201K Buy
+2,482
New +$200K 0.05% 103
2018
Q4 		– Sell
-2,831
Closed -$221K – 91
2018
Q3 		$221K Buy
2,831
+349
+14% +$27.3K 0.08% 83
2018
Q2 		$194K Sell
2,482
-632
-20% -$49.4K 0.07% 79
2018
Q1 		$244K Buy
+3,114
New +$245K 0.09% 65
2017
Q4 		– Sell
-2,944
Closed -$234K – 274
2017
Q3 		$234K Hold
2,944
– – 0.1% 52
2017
Q2 		$235K Hold
2,944
– – 0.09% 48
2017
Q1 		$235K Hold
2,944
– – 0.1% 49
2016
Q4 		$234K Buy
2,944
+45
+2% +$3.6K 0.06% 60
2016
Q3 		$234K Sell
2,899
-59
-2% -$4.77K 0.09% 50
2016
Q2 		$239K Buy
2,958
+59
+2% +$4.75K 0.1% 50
2016
Q1 		$233K Sell
2,899
-109
-4% -$8.74K 0.11% 44
2015
Q4 		$239K Buy
+3,008
New +$241K 0.12% 45

Other funds holding BSV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
MIM
MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's BSV Position: Q4 2020 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.06% in Q4 2020, buying an estimated $166 and bringing the position to 3,174 shares worth $263K. The position accounts for 0.07% of the portfolio, ranked #102.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in BSV in Q4 2015 and has held it in 17 quarters since. 994 funds tracked by Wall St. Rank hold BSV as of Q4 2020.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management held 3,174 shares of Vanguard Short-Term Bond ETF worth $263K as of Q4 2020.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management bought 2 Vanguard Short-Term Bond ETF shares in Q4 2020, an estimated $166.
  • Vanguard Short-Term Bond ETF made up 0.07% of Genovese Burford & Brothers Wealth & Retirement Plan Management's portfolio in Q4 2020, its #102 holding.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2015 and has held it in 17 quarters since.
  • 994 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2020.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q4 2020, filed 5 Feb 2021.