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Optimum Investment Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Optimum Investment 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
2021
Q1 		– Sell
-722
Closed -$60K – 918
2020
Q4 		$60K Buy
722
+3
+0.4% +$249 0.02% 448
2020
Q3 		$60K Buy
719
+580
+417% +$48.2K 0.02% 412
2020
Q2 		$12K Hold
139
– – ﹤0.01% 669
2020
Q1 		$11K Hold
139
– – ﹤0.01% 665
2019
Q4 		$11K Sell
139
-121
-47% -$9.77K ﹤0.01% 758
2019
Q3 		$21K Buy
+260
New +$21K 0.01% 674
2015
Q1 		$45K Sell
565
-600
-52% -$48.2K 0.01% 526
2014
Q4 		$93K Hold
1,165
– – 0.03% 385
2014
Q3 		$93K Hold
1,165
– – 0.03% 359
2014
Q2 		$94K Hold
1,165
– – 0.03% 354
2014
Q1 		$93K Sell
1,165
-900
-44% -$72.2K 0.03% 310
2013
Q4 		$165K Buy
2,065
+1,500
+265% +$121K 0.06% 247
2013
Q3 		$45K Buy
+565
New +$45.3K 0.02% 384

Other funds holding BSV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
MIM
MetLife Investment Management Whippany, New Jersey $22.1B AUM 45.54% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Optimum Investment Advisors's BSV Position: Q1 2021 in Review

Optimum Investment Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2021, closing a stake of 722 shares — an estimated $60K sold.

Optimum Investment Advisors first reported a position in BSV in Q3 2013 and held it in 13 quarters. The position peaked at $165K in Q4 2013. 1,023 funds tracked by Wall St. Rank hold BSV as of Q1 2021.

  • Optimum Investment Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Optimum Investment Advisors sold 722 Vanguard Short-Term Bond ETF shares in Q1 2021, an estimated $60K.
  • Optimum Investment Advisors first reported a position in Vanguard Short-Term Bond ETF in Q3 2013 and held it in 13 quarters.
  • Optimum Investment Advisors's Vanguard Short-Term Bond ETF position peaked at $165K in Q4 2013.
  • 1,023 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2021.

Based on Optimum Investment Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.