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

Investors Capital 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
2016 Q2	$342K	Buy	4,223 +34	+0.8%	+$2.74K	0.07%	381
2016 Q1	$337K	Buy	4,189 +256	+7%	+$20.5K	0.07%	380
2015 Q4	$312K	Buy	3,933 +1,172	+42%	+$93.8K	0.06%	421
2015 Q3	$221K	Buy	2,761 +58	+2%	+$4.65K	0.04%	554
2015 Q2	$216K	Sell	2,703 -93	-3%	-$7.47K	0.04%	593
2015 Q1	$225K	Buy	+2,796	New	+$224K	0.04%	567
2013 Q4	–	Sell	-3,505	Closed	-$281K	–	652
2013 Q3	$281K	Buy	3,505 +31	+0.9%	+$2.48K	0.07%	374
2013 Q2	$278K	Buy	+3,474	New	+$281K	0.08%	326

Other funds holding BSV

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

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

Investors Capital Advisory Services's BSV Position: Q2 2016 in Review

Investors Capital Advisory Services increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.81% in Q2 2016, buying an estimated $2.74K and bringing the position to 4,223 shares worth $342K. The position accounts for 0.07% of the portfolio, ranked #381.

Investors Capital Advisory Services first reported a position in BSV in Q2 2013 and has held it in 8 quarters since. 496 funds tracked by Wall St. Rank hold BSV as of Q2 2016.

Investors Capital Advisory Services held 4,223 shares of Vanguard Short-Term Bond ETF worth $342K as of Q2 2016.
Investors Capital Advisory Services bought 34 Vanguard Short-Term Bond ETF shares in Q2 2016, an estimated $2.74K.
Vanguard Short-Term Bond ETF made up 0.07% of Investors Capital Advisory Services's portfolio in Q2 2016, its #381 holding.
Investors Capital Advisory Services first reported a position in Vanguard Short-Term Bond ETF in Q2 2013 and has held it in 8 quarters since.
496 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.