IFA
BSV icon

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

Interactive Financial 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
Q4 		– Sell
-108
Closed -$8K – 105
2018
Q3 		$8K Buy
+108
New +$8.44K ﹤0.01% 110

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Interactive Financial Advisors's BSV Position: Q4 2018 in Review

Interactive Financial Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2018, closing a stake of 108 shares — an estimated $8K sold.

Interactive Financial Advisors first reported a position in BSV in Q3 2018 and held it in 1 quarter. The position peaked at $8K in Q3 2018. 706 funds tracked by Wall St. Rank hold BSV as of Q4 2018.

  • Interactive Financial Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Interactive Financial Advisors sold 108 Vanguard Short-Term Bond ETF shares in Q4 2018, an estimated $8K.
  • Interactive Financial Advisors first reported a position in Vanguard Short-Term Bond ETF in Q3 2018 and held it in 1 quarter.
  • Interactive Financial Advisors's Vanguard Short-Term Bond ETF position peaked at $8K in Q3 2018.
  • 706 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2018.

Based on Interactive Financial Advisors's 13F filing for Q4 2018, filed 5 Feb 2019.