San Francisco Sentry Investment Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

San Francisco Sentry 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
2018 Q2	–	Sell	-1,548	Closed	-$121K	–	759
2018 Q1	$121K	Buy	1,548 +1,425	+1,159%	+$112K	0.03%	346
2017 Q4	$10K	Sell	123 -150	-55%	-$11.9K	﹤0.01%	673
2017 Q3	$22K	Buy	273 +158	+137%	+$12.6K	0.01%	534
2017 Q2	$9K	Buy	+115	New	+$9.19K	﹤0.01%	544
2013 Q3	–	Sell	-130	Closed	-$10K	–	648
2013 Q2	$10K	Buy	+130	New	+$10.5K	﹤0.01%	475

Other funds holding BSV

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

BCMIO

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

San Francisco Sentry Investment Group's BSV Position: Q2 2018 in Review

San Francisco Sentry Investment Group sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2018, closing a stake of 1,548 shares — an estimated $121K sold.

San Francisco Sentry Investment Group first reported a position in BSV in Q2 2013 and held it in 5 quarters. The position peaked at $121K in Q1 2018. 645 funds tracked by Wall St. Rank hold BSV as of Q2 2018.

San Francisco Sentry Investment Group reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2018 after selling out during the quarter.
San Francisco Sentry Investment Group sold 1,548 Vanguard Short-Term Bond ETF shares in Q2 2018, an estimated $121K.
San Francisco Sentry Investment Group first reported a position in Vanguard Short-Term Bond ETF in Q2 2013 and held it in 5 quarters.
San Francisco Sentry Investment Group's Vanguard Short-Term Bond ETF position peaked at $121K in Q1 2018.
645 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2018.

Based on San Francisco Sentry Investment Group's 13F filing for Q2 2018, filed 6 Aug 2018.