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Osborn Williams & Donohoe’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Osborn Williams & Donohoe’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
-20,714
Closed -$1.64M – 365
2019
Q1 		$1.64M Buy
+20,714
New +$1.63M 0.17% 142

Other funds holding BSV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
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)
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osborn Williams & Donohoe's BSV Position: Q2 2019 in Review

Osborn Williams & Donohoe sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2019, closing a stake of 20,714 shares — an estimated $1.64M sold.

Osborn Williams & Donohoe first reported a position in BSV in Q1 2019 and held it in 1 quarter. The position peaked at $1.64M in Q1 2019. 732 funds tracked by Wall St. Rank hold BSV as of Q2 2019.

  • Osborn Williams & Donohoe reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2019 after selling out during the quarter.
  • Osborn Williams & Donohoe sold 20,714 Vanguard Short-Term Bond ETF shares in Q2 2019, an estimated $1.64M.
  • Osborn Williams & Donohoe first reported a position in Vanguard Short-Term Bond ETF in Q1 2019 and held it in 1 quarter.
  • Osborn Williams & Donohoe's Vanguard Short-Term Bond ETF position peaked at $1.64M in Q1 2019.
  • 732 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2019.

Based on Osborn Williams & Donohoe's 13F filing for Q2 2019, filed 26 Jul 2019.