Independent Portfolio Consultants’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Independent Portfolio Consultants’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
2017 Q2	$1K	Sell	15 -20	-57%	-$1.6K	﹤0.01%	775
2017 Q1	$3K	Sell	35 -535	-94%	-$42.6K	﹤0.01%	789
2016 Q4	$45K	Sell	570 -815	-59%	-$65.2K	0.01%	559
2016 Q3	$112K	Buy	1,385 +230	+20%	+$18.6K	0.04%	432
2016 Q2	$94K	Sell	1,155 -35	-3%	-$2.82K	0.03%	455
2016 Q1	$96K	Sell	1,190 -20	-2%	-$1.6K	0.03%	482
2015 Q4	$96K	Sell	1,210 -15	-1%	-$1.2K	0.03%	483
2015 Q3	$98K	Sell	1,225 -305	-20%	-$24.4K	0.02%	459
2015 Q2	$123K	Sell	1,530 -490	-24%	-$39.3K	0.02%	454
2015 Q1	$163K	Sell	2,020 -360	-15%	-$28.9K	0.03%	397
2014 Q4	$190K	Hold	2,380	–	–	0.04%	383
2014 Q3	$191K	Buy	2,380 +490	+26%	+$39.3K	0.05%	473
2014 Q2	$152K	Buy	+1,890	New	+$152K	0.04%	483

Other funds holding BSV

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

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

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

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

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

PCA

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

Independent Portfolio Consultants's BSV Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Vanguard Short-Term Bond ETF (BSV) stake by 57% in Q2 2017, selling an estimated $1.6K and leaving 15 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #775.

Independent Portfolio Consultants first reported a position in BSV in Q2 2014 and has held it in 13 quarters since. The position peaked at $191K in Q3 2014. 576 funds tracked by Wall St. Rank hold BSV as of Q2 2017.

Independent Portfolio Consultants held 15 shares of Vanguard Short-Term Bond ETF worth $1K as of Q2 2017.
Independent Portfolio Consultants sold 20 Vanguard Short-Term Bond ETF shares in Q2 2017, an estimated $1.6K.
Vanguard Short-Term Bond ETF made up ﹤0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #775 holding.
Independent Portfolio Consultants first reported a position in Vanguard Short-Term Bond ETF in Q2 2014 and has held it in 13 quarters since.
Independent Portfolio Consultants's Vanguard Short-Term Bond ETF position peaked at $191K in Q3 2014.
576 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.