Institute for Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Institute for Wealth Management’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 Q1	–	Sell	-870	Closed	-$70K	–	418
2019 Q4	$70K	Buy	+870	New	+$70.2K	0.02%	496
2018 Q4	–	Sell	-20,353	Closed	-$1.59M	–	273
2018 Q3	$1.59M	Sell	20,353 -9,235	-31%	-$721K	0.54%	56
2018 Q2	$2.32M	Buy	29,588 +15,590	+111%	+$1.22M	0.74%	30
2018 Q1	$1.09M	Sell	13,998 -7,030	-33%	-$552K	0.32%	109
2017 Q4	$1.66M	Buy	21,028 +7,710	+58%	+$613K	0.38%	74
2017 Q3	$1.06M	Sell	13,318 -2,345	-15%	-$187K	0.35%	96
2017 Q2	$1.25M	Buy	+15,663	New	+$1.25M	0.34%	79
2015 Q4	$790K	Sell	9,929 -5,231	-35%	-$419K	1.18%	26
2015 Q3	$1.22M	Buy	15,160 +4,143	+38%	+$332K	2.32%	20
2015 Q2	$883K	Buy	+11,017	New	+$884K	1.14%	29

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

TAIM

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

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

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

Institute for Wealth Management's BSV Position: Q1 2020 in Review

Institute for Wealth Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2020, closing a stake of 870 shares — an estimated $70K sold.

Institute for Wealth Management first reported a position in BSV in Q2 2015 and held it in 10 quarters. The position peaked at $2.32M in Q2 2018. 816 funds tracked by Wall St. Rank hold BSV as of Q1 2020.

Institute for Wealth Management reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2020 after selling out during the quarter.
Institute for Wealth Management sold 870 Vanguard Short-Term Bond ETF shares in Q1 2020, an estimated $70K.
Institute for Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q2 2015 and held it in 10 quarters.
Institute for Wealth Management's Vanguard Short-Term Bond ETF position peaked at $2.32M in Q2 2018.
816 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.