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

Procyon 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
2020
Q3 		– Sell
-400
Closed -$33K – 313
2020
Q2 		$33K Hold
400
– – 0.02% 454
2020
Q1 		$33K Buy
+400
New +$32.5K 0.02% 389

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
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Procyon Advisors's BSV Position: Q3 2020 in Review

Procyon Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2020, closing a stake of 400 shares — an estimated $33K sold.

Procyon Advisors first reported a position in BSV in Q1 2020 and held it in 2 quarters. The position peaked at $33K in Q2 2020. 892 funds tracked by Wall St. Rank hold BSV as of Q3 2020.

  • Procyon Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Procyon Advisors sold 400 Vanguard Short-Term Bond ETF shares in Q3 2020, an estimated $33K.
  • Procyon Advisors first reported a position in Vanguard Short-Term Bond ETF in Q1 2020 and held it in 2 quarters.
  • Procyon Advisors's Vanguard Short-Term Bond ETF position peaked at $33K in Q2 2020.
  • 892 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2020.

Based on Procyon Advisors's 13F filing for Q3 2020, filed 22 Oct 2020.