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

IndexIQ 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
2018
Q2 		– Sell
-3,292,347
Closed -$258M – 563
2018
Q1 		$258M Sell
3,292,347
-323,109
-9% -$25.4M 8.3% 1
2017
Q4 		$286M Sell
3,615,456
-4,016
-0.1% -$319K 10.5% 1
2017
Q3 		$289M Buy
3,619,472
+2,905,821
+407% +$232M 12.43% 1
2017
Q2 		$57M Sell
713,651
-2,062,522
-74% -$165M 2.74% 7
2017
Q1 		$221M Sell
2,776,173
-1,485,178
-35% -$118M 11.47% 2
2016
Q4 		$339M Buy
4,261,351
+984,316
+30% +$78.7M 17.05% 1
2016
Q3 		$265M Buy
3,277,035
+658,262
+25% +$53.2M 13.02% 2
2016
Q2 		$212M Buy
2,618,773
+1,139,700
+77% +$91.9M 12.31% 2
2016
Q1 		$119M Buy
1,479,073
+245,032
+20% +$19.6M 7.95% 3
2015
Q4 		$98.2M Sell
1,234,041
-1,179,778
-49% -$94.4M 6.28% 5
2015
Q3 		$194M Sell
2,413,819
-1,455,262
-38% -$117M 12.35% 1
2015
Q2 		$310M Buy
3,869,081
+2,266,472
+141% +$182M 19.79% 1
2015
Q1 		$129M Sell
1,602,609
-102,206
-6% -$8.2M 8.23% 2
2014
Q4 		$136M Sell
1,704,815
-285,991
-14% -$22.9M 8.99% 2
2014
Q3 		$159M Buy
1,990,806
+375,281
+23% +$30.1M 11.73% 2
2014
Q2 		$130M Buy
1,615,525
+1,018,317
+171% +$81.7M 10.32% 2
2014
Q1 		$47.8M Sell
597,208
-335,751
-36% -$26.9M 4.52% 7
2013
Q4 		$74.6M Buy
932,959
+164,397
+21% +$13.2M 7.63% 5
2013
Q3 		$61.8M Buy
768,562
+238,602
+45% +$19.1M 7.1% 5
2013
Q2 		$42.4M Buy
+529,960
New +$42.8M 5.35% 6

Other funds holding BSV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

IndexIQ Advisors's BSV Position: Q2 2018 in Review

IndexIQ Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2018, closing a stake of 3,292,347 shares — an estimated $258M sold.

IndexIQ Advisors first reported a position in BSV in Q2 2013 and held it in 20 quarters. The position peaked at $339M in Q4 2016. 644 funds tracked by Wall St. Rank hold BSV as of Q2 2018.

  • IndexIQ Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2018 after selling out during the quarter.
  • IndexIQ Advisors sold 3,292,347 Vanguard Short-Term Bond ETF shares in Q2 2018, an estimated $258M.
  • IndexIQ Advisors first reported a position in Vanguard Short-Term Bond ETF in Q2 2013 and held it in 20 quarters.
  • IndexIQ Advisors's Vanguard Short-Term Bond ETF position peaked at $339M in Q4 2016.
  • 644 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2018.

Based on IndexIQ Advisors's 13F filing for Q2 2018, filed 2 Aug 2018.