NNP
BSV icon

Nachman Norwood & Parrott’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Nachman Norwood & Parrott’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
Q4 		– Sell
-678
Closed -$56K – 359
2020
Q3 		$56K Buy
+678
New +$56.3K 0.01% 421

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
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
MIM
MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Nachman Norwood & Parrott's BSV Position: Q4 2020 in Review

Nachman Norwood & Parrott sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2020, closing a stake of 678 shares — an estimated $56K sold.

Nachman Norwood & Parrott first reported a position in BSV in Q3 2020 and held it in 1 quarter. The position peaked at $56K in Q3 2020. 993 funds tracked by Wall St. Rank hold BSV as of Q4 2020.

  • Nachman Norwood & Parrott reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Nachman Norwood & Parrott sold 678 Vanguard Short-Term Bond ETF shares in Q4 2020, an estimated $56K.
  • Nachman Norwood & Parrott first reported a position in Vanguard Short-Term Bond ETF in Q3 2020 and held it in 1 quarter.
  • Nachman Norwood & Parrott's Vanguard Short-Term Bond ETF position peaked at $56K in Q3 2020.
  • 993 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2020.

Based on Nachman Norwood & Parrott's 13F filing for Q4 2020, filed 19 Jan 2021.