IBEX Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

IBEX Wealth Advisors’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	-230	Closed	-$18K	–	115
2019 Q2	$18K	Buy	+230	New	+$18.3K	0.01%	284
2017 Q4	–	Sell	-2,615	Closed	-$208K	–	91
2017 Q3	$208K	Hold	2,615	–	–	0.08%	124
2017 Q2	$208K	Buy	+2,615	New	+$209K	0.08%	124
2017 Q1	–	Sell	-2,305	Closed	-$183K	–	111
2016 Q4	$183K	Buy	+2,305	New	+$184K	0.09%	116

Other funds holding BSV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

IBEX Wealth Advisors's BSV Position: Q3 2019 in Review

IBEX Wealth Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2019, closing a stake of 230 shares — an estimated $18K sold.

IBEX Wealth Advisors first reported a position in BSV in Q4 2016 and held it in 4 quarters. The position peaked at $208K in Q3 2017. 727 funds tracked by Wall St. Rank hold BSV as of Q3 2019.

IBEX Wealth Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2019 after selling out during the quarter.
IBEX Wealth Advisors sold 230 Vanguard Short-Term Bond ETF shares in Q3 2019, an estimated $18K.
IBEX Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2016 and held it in 4 quarters.
IBEX Wealth Advisors's Vanguard Short-Term Bond ETF position peaked at $208K in Q3 2017.
727 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2019.

Based on IBEX Wealth Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.