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MRA Associates USA’s Vanguard Short-Term Bond ETF BSV Stock Holding History

MRA Associates USA’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 		$27.3K Hold
338
– – 0.11% 83
2019
Q2 		$27.2K Buy
+338
New +$27K 0.11% 81
2019
Q1 		– Sell
-49,978
Closed -$3.93M – 73
2018
Q4 		$3.93M Buy
+49,978
New +$3.9M 5.96% 2

Other funds holding BSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MRA Associates USA's BSV Position: Q3 2019 in Review

MRA Associates USA held its Vanguard Short-Term Bond ETF (BSV) position steady in Q3 2019 at 338 shares worth $27.3K. The position accounts for 0.11% of the portfolio, ranked #83.

MRA Associates USA first reported a position in BSV in Q4 2018 and has held it in 3 quarters since. The position peaked at $3.93M in Q4 2018. 727 funds tracked by Wall St. Rank hold BSV as of Q3 2019.

  • MRA Associates USA held 338 shares of Vanguard Short-Term Bond ETF worth $27.3K as of Q3 2019.
  • MRA Associates USA left its Vanguard Short-Term Bond ETF share count unchanged in Q3 2019.
  • Vanguard Short-Term Bond ETF made up 0.11% of MRA Associates USA's portfolio in Q3 2019, its #83 holding.
  • MRA Associates USA first reported a position in Vanguard Short-Term Bond ETF in Q4 2018 and has held it in 3 quarters since.
  • MRA Associates USA's Vanguard Short-Term Bond ETF position peaked at $3.93M in Q4 2018.
  • 727 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2019.

Based on MRA Associates USA's 13F filing for Q3 2019, filed 8 Nov 2019.