Peterson Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Peterson Wealth 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
2019 Q1	–	Sell	-2,741	Closed	-$215K	–	41
2018 Q4	$215K	Sell	2,741 -1,651	-38%	-$129K	0.17%	40
2018 Q3	$343K	Sell	4,392 -475	-10%	-$37.1K	0.25%	32
2018 Q2	$381K	Sell	4,867 -5,265	-52%	-$411K	0.31%	29
2018 Q1	$795K	Sell	10,132 -22,335	-69%	-$1.75M	0.66%	21
2017 Q4	$2.57M	Buy	+32,467	New	+$2.58M	2.32%	9

Other funds holding BSV

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

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

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

Peterson Wealth Advisors's BSV Position: Q1 2019 in Review

Peterson Wealth Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2019, closing a stake of 2,741 shares — an estimated $215K sold.

Peterson Wealth Advisors first reported a position in BSV in Q4 2017 and held it in 5 quarters. The position peaked at $2.57M in Q4 2017. 718 funds tracked by Wall St. Rank hold BSV as of Q1 2019.

Peterson Wealth Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2019 after selling out during the quarter.
Peterson Wealth Advisors sold 2,741 Vanguard Short-Term Bond ETF shares in Q1 2019, an estimated $215K.
Peterson Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q4 2017 and held it in 5 quarters.
Peterson Wealth Advisors's Vanguard Short-Term Bond ETF position peaked at $2.57M in Q4 2017.
718 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2019.

Based on Peterson Wealth Advisors's 13F filing for Q1 2019, filed 16 Apr 2019.