Nalls Sherbakoff Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Nalls Sherbakoff Group’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
2018 Q4	$1.68M	Buy	+21,390	New	+$1.67M	2.69%	7

Other funds holding BSV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

PCA

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

Nalls Sherbakoff Group's BSV Position: Q4 2018 in Review

Nalls Sherbakoff Group opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q4 2018: 21,390 shares worth $1.68M. The stake represents 2.69% of the portfolio and ranks #7 among its holdings.

706 funds tracked by Wall St. Rank hold BSV as of Q4 2018.

Nalls Sherbakoff Group held 21,390 shares of Vanguard Short-Term Bond ETF worth $1.68M as of Q4 2018.
Vanguard Short-Term Bond ETF was a new Nalls Sherbakoff Group position in Q4 2018.
Vanguard Short-Term Bond ETF made up 2.69% of Nalls Sherbakoff Group's portfolio in Q4 2018, its #7 holding.
706 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2018.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2018, filed 13 Feb 2019.