Partnervest Advisory Services’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Partnervest Advisory Services’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 Q3	$2.25M	Buy	27,044 +9,824	+57%	+$816K	0.71%	24
2020 Q2	$1.43M	Buy	17,220 +1,273	+8%	+$105K	0.54%	35
2020 Q1	$1.31M	Sell	15,947 -153	-1%	-$12.4K	0.59%	27
2019 Q4	$1.3M	Sell	16,100 -630	-4%	-$50.8K	0.48%	41
2019 Q3	$1.35M	Sell	16,730 -1,015	-6%	-$81.9K	0.48%	42
2019 Q2	$1.43M	Buy	17,745 +22	+0.1%	+$1.75K	0.57%	33
2019 Q1	$1.41M	Buy	17,723 +2,081	+13%	+$164K	0.59%	31
2018 Q4	$1.23M	Buy	15,642 +1,995	+15%	+$156K	0.59%	33
2018 Q3	$1.06M	Buy	13,647 +38	+0.3%	+$2.97K	0.42%	48
2018 Q2	$1.06M	Buy	13,609 +990	+8%	+$77.3K	0.49%	42
2018 Q1	$990K	Sell	12,619 -369	-3%	-$29K	0.47%	45
2017 Q4	$1.03M	Buy	12,988 +41	+0.3%	+$3.26K	0.5%	42
2017 Q3	$1.03M	Sell	12,947 -14	-0.1%	-$1.12K	0.5%	38
2017 Q2	$1.03M	Buy	12,961 +545	+4%	+$43.5K	0.47%	42
2017 Q1	$990K	Buy	12,416 +60	+0.5%	+$4.78K	0.45%	47
2016 Q4	$982K	Buy	12,356 +591	+5%	+$47.3K	0.45%	45
2016 Q3	$951K	Buy	11,765 +73	+0.6%	+$5.9K	0.45%	43
2016 Q2	$948K	Buy	11,692 +1,419	+14%	+$114K	0.47%	32
2016 Q1	$828K	Buy	10,273 +712	+7%	+$57.1K	0.43%	42
2015 Q4	$761K	Buy	9,561 +625	+7%	+$50K	0.42%	49
2015 Q3	$718K	Buy	8,936 +1,485	+20%	+$119K	0.41%	50
2015 Q2	$598K	Buy	+7,451	New	+$598K	0.3%	56

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Partnervest Advisory Services's BSV Position: Q3 2020 in Review

Partnervest Advisory Services increased its Vanguard Short-Term Bond ETF (BSV) stake by 57% in Q3 2020, buying an estimated $816K and bringing the position to 27,044 shares worth $2.25M. The position accounts for 0.71% of the portfolio, ranked #24.

Partnervest Advisory Services first reported a position in BSV in Q2 2015 and has held it in 22 quarters since. 892 funds tracked by Wall St. Rank hold BSV as of Q3 2020.

Partnervest Advisory Services held 27,044 shares of Vanguard Short-Term Bond ETF worth $2.25M as of Q3 2020.
Partnervest Advisory Services bought 9,824 Vanguard Short-Term Bond ETF shares in Q3 2020, an estimated $816K.
Vanguard Short-Term Bond ETF made up 0.71% of Partnervest Advisory Services's portfolio in Q3 2020, its #24 holding.
Partnervest Advisory Services first reported a position in Vanguard Short-Term Bond ETF in Q2 2015 and has held it in 22 quarters since.
892 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2020.

Based on Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.