Royal Fund Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Royal Fund Management’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 Q2	–	Sell	-27	Closed	-$2K	–	196
2020 Q1	$2K	Buy	+27	New	+$2.19K	﹤0.01%	488
2018 Q4	–	Sell	-25	Closed	-$1K	–	585
2018 Q3	$1K	Buy	25 +10	+67%	+$781	﹤0.01%	472
2018 Q2	$1K	Sell	15 -28	-65%	-$2.19K	﹤0.01%	507
2018 Q1	$3K	Buy	+43	New	+$3.38K	﹤0.01%	423
2017 Q1	–	Sell	-47	Closed	-$3K	–	414
2016 Q4	$3K	Buy	+47	New	+$3.76K	﹤0.01%	324

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

TAIM

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Fund Management's BSV Position: Q2 2020 in Review

Royal Fund Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2020, closing a stake of 27 shares — an estimated $2K sold.

Royal Fund Management first reported a position in BSV in Q4 2016 and held it in 5 quarters. The position peaked at $3K in Q1 2018. 859 funds tracked by Wall St. Rank hold BSV as of Q2 2020.

Royal Fund Management reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2020 after selling out during the quarter.
Royal Fund Management sold 27 Vanguard Short-Term Bond ETF shares in Q2 2020, an estimated $2K.
Royal Fund Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2016 and held it in 5 quarters.
Royal Fund Management's Vanguard Short-Term Bond ETF position peaked at $3K in Q1 2018.
859 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2020.

Based on Royal Fund Management's 13F filing for Q2 2020, filed 6 Aug 2020.