One Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

One Wealth Advisors’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 Q2	–	Sell	-927	Closed	-$74K	–	168
2019 Q1	$74K	Buy	+927	New	+$73.2K	0.06%	205
2018 Q4	–	Sell	-927	Closed	-$72K	–	153
2018 Q3	$72K	Hold	927	–	–	0.06%	232
2018 Q2	$73K	Hold	927	–	–	0.06%	223
2018 Q1	$73K	Buy	927 +522	+129%	+$41K	0.06%	212
2017 Q4	$32K	Buy	+405	New	+$32.2K	0.03%	300

Other funds holding BSV

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

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

One Wealth Advisors's BSV Position: Q2 2019 in Review

One Wealth Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2019, closing a stake of 927 shares — an estimated $74K sold.

One Wealth Advisors first reported a position in BSV in Q4 2017 and held it in 5 quarters. The position peaked at $74K in Q1 2019. 732 funds tracked by Wall St. Rank hold BSV as of Q2 2019.

One Wealth Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2019 after selling out during the quarter.
One Wealth Advisors sold 927 Vanguard Short-Term Bond ETF shares in Q2 2019, an estimated $74K.
One Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2017 and held it in 5 quarters.
One Wealth Advisors's Vanguard Short-Term Bond ETF position peaked at $74K in Q1 2019.
732 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2019.

Based on One Wealth Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.