INR Advisory Services’s Vanguard Short-Term Bond ETF BSV Stock Holding History

INR Advisory Services’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 Q3	–	Sell	-115	Closed	-$9K	–	51
2018 Q2	$9K	Hold	115	–	–	﹤0.01%	42
2018 Q1	$9K	Hold	115	–	–	﹤0.01%	39
2017 Q4	$9K	Hold	115	–	–	﹤0.01%	37
2017 Q3	$9K	Hold	115	–	–	﹤0.01%	32
2017 Q2	$9K	Hold	115	–	–	﹤0.01%	45
2017 Q1	$9K	Hold	115	–	–	﹤0.01%	48
2016 Q4	$9K	Hold	115	–	–	﹤0.01%	37
2016 Q3	$9K	Hold	115	–	–	﹤0.01%	41
2016 Q2	$9K	Hold	115	–	–	﹤0.01%	41
2016 Q1	$9K	Sell	115 -66	-36%	-$5.29K	﹤0.01%	29
2015 Q4	$14K	Buy	+181	New	+$14.5K	﹤0.01%	27
2014 Q4	–	Sell	-21,964	Closed	-$1.76M	–	43
2014 Q3	$1.76M	Hold	21,964	–	–	0.36%	8
2014 Q2	$1.76M	Hold	21,964	–	–	0.36%	8
2014 Q1	$1.76M	Buy	+21,964	New	+$1.76M	0.39%	8

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

INR Advisory Services's BSV Position: Q3 2018 in Review

INR Advisory Services sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2018, closing a stake of 115 shares — an estimated $9K sold.

INR Advisory Services first reported a position in BSV in Q1 2014 and held it in 14 quarters. The position peaked at $1.76M in Q2 2014. 646 funds tracked by Wall St. Rank hold BSV as of Q3 2018.

INR Advisory Services reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2018 after selling out during the quarter.
INR Advisory Services sold 115 Vanguard Short-Term Bond ETF shares in Q3 2018, an estimated $9K.
INR Advisory Services first reported a position in Vanguard Short-Term Bond ETF in Q1 2014 and held it in 14 quarters.
INR Advisory Services's Vanguard Short-Term Bond ETF position peaked at $1.76M in Q2 2014.
646 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2018.

Based on INR Advisory Services's 13F filing for Q3 2018, filed 5 Dec 2018.