Parkside Investments’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Parkside Investments’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 Q1	–	Sell	-5,705	Closed	-$459K	–	101
2019 Q4	$459K	Sell	5,705 -1,880	-25%	-$152K	0.11%	90
2019 Q3	$613K	Sell	7,585 -5,750	-43%	-$464K	0.16%	78
2019 Q2	$1.07M	Sell	13,335 -9,680	-42%	-$772K	0.28%	73
2019 Q1	$1.83M	Sell	23,015 -3,255	-12%	-$257K	0.5%	64
2018 Q4	$2.06M	Buy	+26,270	New	+$2.05M	0.9%	41

Other funds holding BSV

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

PCA

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

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Parkside Investments's BSV Position: Q1 2020 in Review

Parkside Investments sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2020, closing a stake of 5,705 shares — an estimated $459K sold.

Parkside Investments first reported a position in BSV in Q4 2018 and held it in 5 quarters. The position peaked at $2.06M in Q4 2018. 816 funds tracked by Wall St. Rank hold BSV as of Q1 2020.

Parkside Investments reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2020 after selling out during the quarter.
Parkside Investments sold 5,705 Vanguard Short-Term Bond ETF shares in Q1 2020, an estimated $459K.
Parkside Investments first reported a position in Vanguard Short-Term Bond ETF in Q4 2018 and held it in 5 quarters.
Parkside Investments's Vanguard Short-Term Bond ETF position peaked at $2.06M in Q4 2018.
816 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2020.

Based on Parkside Investments's 13F filing for Q1 2020, filed 21 Apr 2020.