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Parcion Private Wealth’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Parcion Private Wealth’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
Q2 		– Sell
-4,130
Closed -$339K – 185
2020
Q1 		$339K Buy
+4,130
New +$335K 0.09% 125

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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Parcion Private Wealth's BSV Position: Q2 2020 in Review

Parcion Private Wealth sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2020, closing a stake of 4,130 shares — an estimated $339K sold.

Parcion Private Wealth first reported a position in BSV in Q1 2020 and held it in 1 quarter. The position peaked at $339K in Q1 2020. 859 funds tracked by Wall St. Rank hold BSV as of Q2 2020.

  • Parcion Private Wealth reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2020 after selling out during the quarter.
  • Parcion Private Wealth sold 4,130 Vanguard Short-Term Bond ETF shares in Q2 2020, an estimated $339K.
  • Parcion Private Wealth first reported a position in Vanguard Short-Term Bond ETF in Q1 2020 and held it in 1 quarter.
  • Parcion Private Wealth's Vanguard Short-Term Bond ETF position peaked at $339K in Q1 2020.
  • 859 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2020.

Based on Parcion Private Wealth's 13F filing for Q2 2020, filed 21 Jul 2020.