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

Jackson 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	-13,970	Closed	-$1.13M	–	108
2019 Q4	$1.13M	Sell	13,970 -125	-0.9%	-$10.1K	0.19%	104
2019 Q3	$1.14M	Sell	14,095 -11,764	-45%	-$949K	0.24%	89
2019 Q2	$2.08M	Buy	25,859 +342	+1%	+$27.3K	0.45%	61
2019 Q1	$2.03M	Buy	25,517 +898	+4%	+$70.9K	0.5%	57
2018 Q4	$1.94M	Sell	24,619 -981	-4%	-$76.5K	0.58%	45
2018 Q3	$2M	Buy	25,600 +707	+3%	+$55.2K	0.42%	58
2018 Q2	$1.94M	Sell	24,893 -920	-4%	-$71.9K	0.45%	61
2018 Q1	$2.02M	Sell	25,813 -2,078	-7%	-$163K	0.56%	49
2017 Q4	$2.2M	Sell	27,891 -28,560	-51%	-$2.27M	0.56%	49
2017 Q3	$4.5M	Buy	56,451 +3,849	+7%	+$308K	1.22%	20
2017 Q2	$4.21M	Sell	52,602 -4,672	-8%	-$373K	1.33%	16
2017 Q1	$4.56M	Buy	+57,274	New	+$4.56M	1.65%	14

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

Jackson Wealth Management's BSV Position: Q1 2020 in Review

Jackson Wealth Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2020, closing a stake of 13,970 shares — an estimated $1.13M sold.

Jackson Wealth Management first reported a position in BSV in Q1 2017 and held it in 12 quarters. The position peaked at $4.56M in Q1 2017. 816 funds tracked by Wall St. Rank hold BSV as of Q1 2020.

Jackson Wealth Management reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2020 after selling out during the quarter.
Jackson Wealth Management sold 13,970 Vanguard Short-Term Bond ETF shares in Q1 2020, an estimated $1.13M.
Jackson Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2017 and held it in 12 quarters.
Jackson Wealth Management's Vanguard Short-Term Bond ETF position peaked at $4.56M in Q1 2017.
816 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2020.

Based on Jackson Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.