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

Independence 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
2020 Q3	$601K	Hold	7,232	–	–	0.13%	47
2020 Q2	$601K	Hold	7,232	–	–	0.14%	45
2020 Q1	$594K	Buy	7,232 +5,170	+251%	+$420K	0.16%	43
2019 Q4	$166K	Sell	2,062 -900	-30%	-$72.6K	0.04%	98
2019 Q3	$239K	Buy	+2,962	New	+$239K	0.06%	87

Other funds holding BSV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

TAIM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Independence Advisors's BSV Position: Q3 2020 in Review

Independence Advisors held its Vanguard Short-Term Bond ETF (BSV) position steady in Q3 2020 at 7,232 shares worth $601K. The position accounts for 0.13% of the portfolio, ranked #47.

Independence Advisors first reported a position in BSV in Q3 2019 and has held it in 5 quarters since. 892 funds tracked by Wall St. Rank hold BSV as of Q3 2020.

Independence Advisors held 7,232 shares of Vanguard Short-Term Bond ETF worth $601K as of Q3 2020.
Independence Advisors left its Vanguard Short-Term Bond ETF share count unchanged in Q3 2020.
Vanguard Short-Term Bond ETF made up 0.13% of Independence Advisors's portfolio in Q3 2020, its #47 holding.
Independence Advisors first reported a position in Vanguard Short-Term Bond ETF in Q3 2019 and has held it in 5 quarters since.
892 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.