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

PHH 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
2019 Q4	$11.1M	Buy	138,218 +4,582	+3%	+$370K	2.94%	9
2019 Q3	$10.8M	Buy	133,636 +5,403	+4%	+$436K	3%	9
2019 Q2	$10.3M	Buy	128,233 +1,240	+1%	+$98.9K	2.95%	9
2019 Q1	$10.1M	Buy	126,993 +2,124	+2%	+$168K	2.94%	9
2018 Q4	$9.81M	Buy	124,869 +3,303	+3%	+$258K	3.16%	9
2018 Q3	$9.49M	Buy	121,566 +2,029	+2%	+$159K	2.76%	6
2018 Q2	$9.35M	Buy	119,537 +4,113	+4%	+$321K	2.84%	6
2018 Q1	$9.05M	Buy	115,424 +64,153	+125%	+$5.04M	2.8%	7
2017 Q4	$4.06M	Buy	51,271 +3,710	+8%	+$295K	1.24%	11
2017 Q3	$3.8M	Buy	+47,561	New	+$3.8M	1.27%	11

Other funds holding BSV

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

PCA

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

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

TAIM

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

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

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

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

PHH Investments's BSV Position: Q4 2019 in Review

PHH Investments increased its Vanguard Short-Term Bond ETF (BSV) stake by 3.4% in Q4 2019, buying an estimated $370K and bringing the position to 138,218 shares worth $11.1M. The position accounts for 2.94% of the portfolio, ranked #9.

PHH Investments first reported a position in BSV in Q3 2017 and has held it in 10 quarters since. 828 funds tracked by Wall St. Rank hold BSV as of Q4 2019.

PHH Investments held 138,218 shares of Vanguard Short-Term Bond ETF worth $11.1M as of Q4 2019.
PHH Investments bought 4,582 Vanguard Short-Term Bond ETF shares in Q4 2019, an estimated $370K.
Vanguard Short-Term Bond ETF made up 2.94% of PHH Investments's portfolio in Q4 2019, its #9 holding.
PHH Investments first reported a position in Vanguard Short-Term Bond ETF in Q3 2017 and has held it in 10 quarters since.
828 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2019.

Based on PHH Investments's 13F filing for Q4 2019, filed 13 Feb 2020.