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Personal Wealth Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Personal Wealth Partners’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
-1,992
Closed -$161K – 133
2019
Q4 		$161K Hold
1,992
– – 0.07% 79
2019
Q3 		$161K Hold
1,992
– – 0.07% 75
2019
Q2 		$160K Sell
1,992
-1,648
-45% -$131K 0.08% 68
2019
Q1 		$290K Sell
3,640
-214
-6% -$16.9K 0.15% 49
2018
Q4 		$301K Buy
+3,854
New +$301K 0.19% 30

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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 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
Northwestern Mutual Wealth Management
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
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

Personal Wealth Partners's BSV Position: Q1 2020 in Review

Personal Wealth Partners sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2020, closing a stake of 1,992 shares — an estimated $161K sold.

Personal Wealth Partners first reported a position in BSV in Q4 2018 and held it in 5 quarters. The position peaked at $301K in Q4 2018. 816 funds tracked by Wall St. Rank hold BSV as of Q1 2020.

  • Personal Wealth Partners reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 1,992 Vanguard Short-Term Bond ETF shares in Q1 2020, an estimated $161K.
  • Personal Wealth Partners first reported a position in Vanguard Short-Term Bond ETF in Q4 2018 and held it in 5 quarters.
  • Personal Wealth Partners's Vanguard Short-Term Bond ETF position peaked at $301K in Q4 2018.
  • 816 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.