QCIG
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Quad-Cities Investment Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Quad-Cities Investment Group’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
Q4 		– Sell
-2,572
Closed -$211K – 194
2021
Q3 		$211K Sell
2,572
-568
-18% -$46.7K 0.15% 156
2021
Q2 		$258K Buy
+3,140
New +$258K 0.18% 135
2019
Q4 		– Sell
-147
Closed -$12K – 222
2019
Q3 		$12K Hold
147
– – 0.01% 567
2019
Q2 		$12K Hold
147
– – 0.01% 578
2019
Q1 		$11K Hold
147
– – 0.01% 576
2018
Q4 		$11K Buy
147
+4
+3% +$312 0.01% 574
2018
Q3 		$11K Hold
143
– – 0.01% 601
2018
Q2 		$11K Buy
+143
New +$11.2K 0.01% 618

Other funds holding BSV

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return