JG
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Jefferies Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Jefferies 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
2020
Q2 		– Sell
-305,000
Closed -$25.1M – 1371
2020
Q1 		$25.1M Buy
+305,000
New +$24.8M 0.84% 48
2016
Q1 		– Sell
-12,433
Closed -$989K – 2221
2015
Q4 		$989K Hold
12,433
– – 0.03% 1175
2015
Q3 		$999K Hold
12,433
– – 0.03% 1202
2015
Q2 		$997K Hold
12,433
– – 0.02% 1235
2015
Q1 		$1M Buy
+12,433
New +$998K 0.03% 1050
2014
Q4 		– Sell
-5,925
Closed -$474K – 1975
2014
Q3 		$474K Buy
+5,925
New +$475K 0.01% 1358
2014
Q1 		– Sell
-274
Closed -$22K – 2044
2013
Q4 		$22K Buy
274
+266
+3,325% +$21.4K ﹤0.01% 1786
2013
Q3 		$1K Sell
8
-15,623
-100% -$1.25M ﹤0.01% 1879
2013
Q2 		$1.25M Buy
+15,631
New +$1.26M 0.06% 686

Other funds holding BSV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return