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Maxim Capital Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Maxim Capital 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
Q2 		$450K Sell
5,413
-1,210
-18% -$100K 0.4% 30
2020
Q1 		$544K Buy
+6,623
New +$538K 0.56% 23

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 $530B 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 $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Maxim Capital Management's BSV Position: Q2 2020 in Review

Maxim Capital Management reduced its Vanguard Short-Term Bond ETF (BSV) stake by 18% in Q2 2020, selling an estimated $100K and leaving 5,413 shares worth $450K. The position accounts for 0.4% of the portfolio, ranked #30.

Maxim Capital Management first reported a position in BSV in Q1 2020 and has held it in 2 quarters since. The position peaked at $544K in Q1 2020. 859 funds tracked by Wall St. Rank hold BSV as of Q2 2020.

  • Maxim Capital Management held 5,413 shares of Vanguard Short-Term Bond ETF worth $450K as of Q2 2020.
  • Maxim Capital Management sold 1,210 Vanguard Short-Term Bond ETF shares in Q2 2020, an estimated $100K.
  • Vanguard Short-Term Bond ETF made up 0.4% of Maxim Capital Management's portfolio in Q2 2020, its #30 holding.
  • Maxim Capital Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2020 and has held it in 2 quarters since.
  • Maxim Capital Management's Vanguard Short-Term Bond ETF position peaked at $544K in Q1 2020.
  • 859 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2020.

Based on Maxim Capital Management's 13F filing for Q2 2020, filed 14 Aug 2020.