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Harvest Investment Services’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Harvest Investment Services’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
-2,781
Closed -$223K – 158
2019
Q2 		$223K Sell
2,781
-2,832
-50% -$226K 0.13% 140
2019
Q1 		$445K Buy
+5,613
New +$443K 0.26% 82

Other funds holding BSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
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)
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Harvest Investment Services's BSV Position: Q3 2019 in Review

Harvest Investment Services sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2019, closing a stake of 2,781 shares — an estimated $223K sold.

Harvest Investment Services first reported a position in BSV in Q1 2019 and held it in 2 quarters. The position peaked at $445K in Q1 2019. 726 funds tracked by Wall St. Rank hold BSV as of Q3 2019.

  • Harvest Investment Services reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Harvest Investment Services sold 2,781 Vanguard Short-Term Bond ETF shares in Q3 2019, an estimated $223K.
  • Harvest Investment Services first reported a position in Vanguard Short-Term Bond ETF in Q1 2019 and held it in 2 quarters.
  • Harvest Investment Services's Vanguard Short-Term Bond ETF position peaked at $445K in Q1 2019.
  • 726 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2019.

Based on Harvest Investment Services's 13F filing for Q3 2019, filed 6 Nov 2019.