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Planned Solutions’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Planned Solutions’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
2021
Q1 		– Sell
-497
Closed -$41K – 106
2020
Q4 		$41K Hold
497
– – 0.03% 226
2020
Q3 		$41K Buy
+497
New +$41.3K 0.04% 171

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
MIM
MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Planned Solutions's BSV Position: Q1 2021 in Review

Planned Solutions sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2021, closing a stake of 497 shares — an estimated $41K sold.

Planned Solutions first reported a position in BSV in Q3 2020 and held it in 2 quarters. The position peaked at $41K in Q4 2020. 1,023 funds tracked by Wall St. Rank hold BSV as of Q1 2021.

  • Planned Solutions reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Planned Solutions sold 497 Vanguard Short-Term Bond ETF shares in Q1 2021, an estimated $41K.
  • Planned Solutions first reported a position in Vanguard Short-Term Bond ETF in Q3 2020 and held it in 2 quarters.
  • Planned Solutions's Vanguard Short-Term Bond ETF position peaked at $41K in Q4 2020.
  • 1,023 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2021.

Based on Planned Solutions's 13F filing for Q1 2021, filed 29 Apr 2021.