Integer Wealth Advisors Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Integer Wealth Advisors Group’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
2021 Q1	$581K	Hold	7,064	–	–	0.32%	45
2020 Q4	$585K	Buy	7,064 +2,782	+65%	+$230K	0.39%	44
2020 Q3	$356K	Buy	4,282 +1,516	+55%	+$126K	0.33%	45
2020 Q2	$230K	Buy	2,766 +1	+0%	+$83	0.24%	58
2020 Q1	$228K	Buy	2,765 +1	+0%	+$81	0.26%	56
2019 Q4	$224K	Buy	+2,764	New	+$223K	0.22%	60

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

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

MIM

MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

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

Integer Wealth Advisors Group's BSV Position: Q1 2021 in Review

Integer Wealth Advisors Group held its Vanguard Short-Term Bond ETF (BSV) position steady in Q1 2021 at 7,064 shares worth $581K. The position accounts for 0.32% of the portfolio, ranked #45.

Integer Wealth Advisors Group first reported a position in BSV in Q4 2019 and has held it in 6 quarters since. The position peaked at $585K in Q4 2020. 1,024 funds tracked by Wall St. Rank hold BSV as of Q1 2021.

Integer Wealth Advisors Group held 7,064 shares of Vanguard Short-Term Bond ETF worth $581K as of Q1 2021.
Integer Wealth Advisors Group left its Vanguard Short-Term Bond ETF share count unchanged in Q1 2021.
Vanguard Short-Term Bond ETF made up 0.32% of Integer Wealth Advisors Group's portfolio in Q1 2021, its #45 holding.
Integer Wealth Advisors Group first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and has held it in 6 quarters since.
Integer Wealth Advisors Group's Vanguard Short-Term Bond ETF position peaked at $585K in Q4 2020.
1,024 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2021.

Based on Integer Wealth Advisors Group's 13F filing for Q1 2021, filed 12 Apr 2021.