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

Peachtree 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
2018 Q4	$7.25M	Buy	92,205 +10,480	+13%	+$817K	5.59%	4
2018 Q3	$6.38M	Sell	81,725 -1,585	-2%	-$124K	4.35%	7
2018 Q2	$6.52M	Buy	83,310 +2,275	+3%	+$178K	4.72%	6
2018 Q1	$6.36M	Buy	81,035 +4,580	+6%	+$360K	4.77%	6
2017 Q4	$6.05M	Buy	76,455 +7,690	+11%	+$611K	4.62%	5
2017 Q3	$5.49M	Buy	68,765 +9,265	+16%	+$741K	4.72%	5
2017 Q2	$4.75M	Buy	59,500 +26,880	+82%	+$2.15M	4.07%	5
2017 Q1	$2.6M	Buy	32,620 +12,215	+60%	+$972K	2.38%	10
2016 Q4	$1.62M	Buy	20,405 +1,485	+8%	+$119K	1.59%	23
2016 Q3	$1.53M	Buy	18,920 +1,925	+11%	+$156K	1.5%	24
2016 Q2	$1.38M	Buy	16,995 +5,950	+54%	+$480K	1.4%	27
2016 Q1	$891K	Buy	11,045 +4,460	+68%	+$358K	0.89%	39
2015 Q4	$524K	Sell	6,585 -5,195	-44%	-$416K	0.55%	53
2015 Q3	$947K	Buy	+11,780	New	+$944K	0.98%	34

Other funds holding BSV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

PCA

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

Peachtree Investment Advisors's BSV Position: Q4 2018 in Review

Peachtree Investment Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 13% in Q4 2018, buying an estimated $817K and bringing the position to 92,205 shares worth $7.25M. The position accounts for 5.59% of the portfolio, ranked #4.

Peachtree Investment Advisors first reported a position in BSV in Q3 2015 and has held it in 14 quarters since. 705 funds tracked by Wall St. Rank hold BSV as of Q4 2018.

Peachtree Investment Advisors held 92,205 shares of Vanguard Short-Term Bond ETF worth $7.25M as of Q4 2018.
Peachtree Investment Advisors bought 10,480 Vanguard Short-Term Bond ETF shares in Q4 2018, an estimated $817K.
Vanguard Short-Term Bond ETF made up 5.59% of Peachtree Investment Advisors's portfolio in Q4 2018, its #4 holding.
Peachtree Investment Advisors first reported a position in Vanguard Short-Term Bond ETF in Q3 2015 and has held it in 14 quarters since.
705 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2018.

Based on Peachtree Investment Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.