Hefty Wealth Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Hefty Wealth Partners’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
2018 Q1	$39K	Sell	496 -2,023	-80%	-$159K	0.03%	153
2017 Q4	$199K	Buy	2,519 +62	+3%	+$4.93K	0.12%	84
2017 Q3	$196K	Sell	2,457 -16	-0.6%	-$1.28K	0.13%	82
2017 Q2	$197K	Buy	2,473 +721	+41%	+$57.6K	0.13%	75
2017 Q1	$139K	Sell	1,752 -19,204	-92%	-$1.53M	0.1%	88
2016 Q4	$1.66M	Sell	20,956 -78,104	-79%	-$6.25M	1.39%	24
2016 Q3	$8.01M	Buy	99,060 +53,973	+120%	+$4.36M	6.08%	1
2016 Q2	$3.65M	Sell	45,087 -11,747	-21%	-$947K	3.02%	5
2016 Q1	$4.58M	Buy	56,834 +30,730	+118%	+$2.46M	4.29%	2
2015 Q4	$2.08M	Buy	+26,104	New	+$2.09M	1.98%	10

Other funds holding BSV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

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

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

FCFS

First Command Financial Services Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Hefty Wealth Partners's BSV Position: Q1 2018 in Review

Hefty Wealth Partners reduced its Vanguard Short-Term Bond ETF (BSV) stake by 80% in Q1 2018, selling an estimated $159K and leaving 496 shares worth $39K. The position accounts for 0.03% of the portfolio, ranked #153.

Hefty Wealth Partners first reported a position in BSV in Q4 2015 and has held it in 10 quarters since. The position peaked at $8.01M in Q3 2016. 659 funds tracked by Wall St. Rank hold BSV as of Q1 2018.

Hefty Wealth Partners held 496 shares of Vanguard Short-Term Bond ETF worth $39K as of Q1 2018.
Hefty Wealth Partners sold 2,023 Vanguard Short-Term Bond ETF shares in Q1 2018, an estimated $159K.
Vanguard Short-Term Bond ETF made up 0.03% of Hefty Wealth Partners's portfolio in Q1 2018, its #153 holding.
Hefty Wealth Partners first reported a position in Vanguard Short-Term Bond ETF in Q4 2015 and has held it in 10 quarters since.
Hefty Wealth Partners's Vanguard Short-Term Bond ETF position peaked at $8.01M in Q3 2016.
659 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.