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

JOYN 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
2013
Q4 		– Sell
-500
Closed -$40K – 51
2013
Q3 		$40K Buy
+500
New +$40.1K 0.02% 33

Other funds holding BSV

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 $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
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

JOYN Advisors's BSV Position: Q4 2013 in Review

JOYN Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2013, closing a stake of 500 shares — an estimated $40K sold.

JOYN Advisors first reported a position in BSV in Q3 2013 and held it in 1 quarter. The position peaked at $40K in Q3 2013. 339 funds tracked by Wall St. Rank hold BSV as of Q4 2013.

  • JOYN Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2013 after selling out during the quarter.
  • JOYN Advisors sold 500 Vanguard Short-Term Bond ETF shares in Q4 2013, an estimated $40K.
  • JOYN Advisors first reported a position in Vanguard Short-Term Bond ETF in Q3 2013 and held it in 1 quarter.
  • JOYN Advisors's Vanguard Short-Term Bond ETF position peaked at $40K in Q3 2013.
  • 339 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2013.

Based on JOYN Advisors's 13F filing for Q4 2013, filed 12 Feb 2014.