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Portfolio Strategies (Washington)’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Portfolio Strategies (Washington)’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
2017
Q4 		$8K Buy
98
+11
+13% +$874 0.02% 54
2017
Q3 		$7K Sell
87
-2,797
-97% -$224K 0.01% 44
2017
Q2 		$223K Buy
2,884
+2,797
+3,215% +$223K 0.32% 27
2017
Q1 		$7K Sell
87
-5,610
-98% -$446K 0.01% 52
2016
Q4 		$453K Buy
+5,697
New +$456K 0.52% 27

Other funds holding BSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Portfolio Strategies (Washington)'s BSV Position: Q4 2017 in Review

Portfolio Strategies (Washington) increased its Vanguard Short-Term Bond ETF (BSV) stake by 13% in Q4 2017, buying an estimated $874 and bringing the position to 98 shares worth $8K. The position accounts for 0.02% of the portfolio, ranked #54.

Portfolio Strategies (Washington) first reported a position in BSV in Q4 2016 and has held it in 5 quarters since. The position peaked at $453K in Q4 2016. 649 funds tracked by Wall St. Rank hold BSV as of Q4 2017.

  • Portfolio Strategies (Washington) held 98 shares of Vanguard Short-Term Bond ETF worth $8K as of Q4 2017.
  • Portfolio Strategies (Washington) bought 11 Vanguard Short-Term Bond ETF shares in Q4 2017, an estimated $874.
  • Vanguard Short-Term Bond ETF made up 0.02% of Portfolio Strategies (Washington)'s portfolio in Q4 2017, its #54 holding.
  • Portfolio Strategies (Washington) first reported a position in Vanguard Short-Term Bond ETF in Q4 2016 and has held it in 5 quarters since.
  • Portfolio Strategies (Washington)'s Vanguard Short-Term Bond ETF position peaked at $453K in Q4 2016.
  • 649 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2017.

Based on Portfolio Strategies (Washington)'s 13F filing for Q4 2017, filed 13 Feb 2018.