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

Rowland Carmichael 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 Q4	$27K	Hold	320	–	–	0.01%	329
2020 Q3	$27K	Hold	320	–	–	0.01%	305
2020 Q2	$27K	Hold	320	–	–	0.01%	298
2020 Q1	$26K	Hold	320	–	–	0.01%	277
2019 Q4	$26K	Hold	320	–	–	0.01%	320
2019 Q3	$26K	Buy	320 +18	+6%	+$1.45K	0.01%	320
2019 Q2	$24K	Sell	302 -185	-38%	-$14.8K	0.01%	299
2019 Q1	$39K	Hold	487	–	–	0.01%	286
2018 Q4	$38K	Sell	487 -97	-17%	-$7.57K	0.02%	258
2018 Q3	$46K	Sell	584 -100	-15%	-$7.81K	0.02%	307
2018 Q2	$53K	Sell	684 -139	-17%	-$10.9K	0.02%	310
2018 Q1	$65K	Hold	823	–	–	0.04%	273
2017 Q4	$65K	Hold	823	–	–	0.03%	279
2017 Q3	$66K	Buy	823 +638	+345%	+$51K	0.04%	255
2017 Q2	$15K	Hold	185	–	–	0.01%	277
2017 Q1	$15K	Sell	185 -240	-56%	-$19.1K	0.01%	272
2016 Q4	$34K	Hold	425	–	–	0.02%	270
2016 Q3	$34K	Hold	425	–	–	0.02%	259
2016 Q2	$34K	Hold	425	–	–	0.02%	266
2016 Q1	$34K	Buy	+425	New	+$34.1K	0.03%	179

Other funds holding BSV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

MIM

MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Rowland Carmichael Advisors's BSV Position: Q4 2020 in Review

Rowland Carmichael Advisors held its Vanguard Short-Term Bond ETF (BSV) position steady in Q4 2020 at 320 shares worth $27K. The position accounts for 0.01% of the portfolio, ranked #329.

Rowland Carmichael Advisors first reported a position in BSV in Q1 2016 and has held it in 20 quarters since. The position peaked at $66K in Q3 2017. 993 funds tracked by Wall St. Rank hold BSV as of Q4 2020.

Rowland Carmichael Advisors held 320 shares of Vanguard Short-Term Bond ETF worth $27K as of Q4 2020.
Rowland Carmichael Advisors left its Vanguard Short-Term Bond ETF share count unchanged in Q4 2020.
Vanguard Short-Term Bond ETF made up 0.01% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #329 holding.
Rowland Carmichael Advisors first reported a position in Vanguard Short-Term Bond ETF in Q1 2016 and has held it in 20 quarters since.
Rowland Carmichael Advisors's Vanguard Short-Term Bond ETF position peaked at $66K in Q3 2017.
993 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.