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Hobart Private Capital’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Hobart Private Capital’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
2021
Q1 		– Sell
-2,997
Closed -$248K – 139
2020
Q4 		$248K Sell
2,997
-718
-19% -$59.5K 0.11% 128
2020
Q3 		$309K Sell
3,715
-1,366
-27% -$114K 0.16% 117
2020
Q2 		$422K Buy
+5,081
New +$420K 0.24% 107
2019
Q2 		– Sell
-32,366
Closed -$2.58M – 151
2019
Q1 		$2.58M Buy
32,366
+30
+0.1% +$2.37K 1.96% 5
2018
Q4 		$2.54M Sell
32,336
-1,415
-4% -$110K 2.18% 6
2018
Q3 		$2.63M Buy
33,751
+1,198
+4% +$93.6K 2.02% 7
2018
Q2 		$2.55M Buy
32,553
+5,136
+19% +$401K 2.07% 9
2018
Q1 		$2.15M Buy
27,417
+2,663
+11% +$209K 1.89% 11
2017
Q4 		$1.96M Buy
+24,754
New +$1.97M 1.75% 16

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 $374B AUM 17.66% 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 $501B AUM 22.01% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
MIM
MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return