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

River Wealth 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
2019 Q1	–	Sell	-381	Closed	-$30K	–	192
2018 Q4	$30K	Sell	381 -688	-64%	-$53.7K	0.01%	301
2018 Q3	$83K	Buy	1,069 +928	+658%	+$72.5K	0.03%	220
2018 Q2	$11K	Buy	+141	New	+$11K	﹤0.01%	437

Other funds holding BSV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

River Wealth Advisors's BSV Position: Q1 2019 in Review

River Wealth Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2019, closing a stake of 381 shares — an estimated $30K sold.

River Wealth Advisors first reported a position in BSV in Q2 2018 and held it in 3 quarters. The position peaked at $83K in Q3 2018. 718 funds tracked by Wall St. Rank hold BSV as of Q1 2019.

River Wealth Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2019 after selling out during the quarter.
River Wealth Advisors sold 381 Vanguard Short-Term Bond ETF shares in Q1 2019, an estimated $30K.
River Wealth Advisors first reported a position in Vanguard Short-Term Bond ETF in Q2 2018 and held it in 3 quarters.
River Wealth Advisors's Vanguard Short-Term Bond ETF position peaked at $83K in Q3 2018.
718 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.