MKD Wealth Coaches’s Vanguard Short-Term Bond ETF BSV Stock Holding History

MKD Wealth Coaches’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
2019 Q3	–	Sell	-427	Closed	-$34K	–	72
2019 Q2	$34K	Buy	427 +7	+2%	+$558	0.03%	105
2019 Q1	$33K	Buy	420 +29	+7%	+$2.29K	0.03%	102
2018 Q4	$31K	Buy	+391	New	+$30.5K	0.04%	95

Other funds holding BSV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MKD Wealth Coaches's BSV Position: Q3 2019 in Review

MKD Wealth Coaches sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2019, closing a stake of 427 shares — an estimated $34K sold.

MKD Wealth Coaches first reported a position in BSV in Q4 2018 and held it in 3 quarters. The position peaked at $34K in Q2 2019. 727 funds tracked by Wall St. Rank hold BSV as of Q3 2019.

MKD Wealth Coaches reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2019 after selling out during the quarter.
MKD Wealth Coaches sold 427 Vanguard Short-Term Bond ETF shares in Q3 2019, an estimated $34K.
MKD Wealth Coaches first reported a position in Vanguard Short-Term Bond ETF in Q4 2018 and held it in 3 quarters.
MKD Wealth Coaches's Vanguard Short-Term Bond ETF position peaked at $34K in Q2 2019.
727 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2019.

Based on MKD Wealth Coaches's 13F filing for Q3 2019, filed 6 Nov 2019.