Sensible Financial Planning & Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Sensible Financial Planning & 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
2016 Q4	–	Sell	-134	Closed	-$11K	–	31
2016 Q3	$11K	Hold	134	–	–	0.01%	57
2016 Q2	$11K	Buy	+134	New	+$10.8K	0.01%	60
2015 Q2	–	Sell	-5,895	Closed	-$475K	–	72
2015 Q1	$475K	Sell	5,895 -758	-11%	-$60.8K	0.43%	24
2014 Q4	$532K	Sell	6,653 -2,038	-23%	-$164K	0.54%	22
2014 Q3	$696K	Buy	+8,691	New	+$697K	0.61%	17

Other funds holding BSV

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

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

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

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Sensible Financial Planning & Management's BSV Position: Q4 2016 in Review

Sensible Financial Planning & Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2016, closing a stake of 134 shares — an estimated $11K sold.

Sensible Financial Planning & Management first reported a position in BSV in Q3 2014 and held it in 5 quarters. The position peaked at $696K in Q3 2014. 555 funds tracked by Wall St. Rank hold BSV as of Q4 2016.

Sensible Financial Planning & Management reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2016 after selling out during the quarter.
Sensible Financial Planning & Management sold 134 Vanguard Short-Term Bond ETF shares in Q4 2016, an estimated $11K.
Sensible Financial Planning & Management first reported a position in Vanguard Short-Term Bond ETF in Q3 2014 and held it in 5 quarters.
Sensible Financial Planning & Management's Vanguard Short-Term Bond ETF position peaked at $696K in Q3 2014.
555 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2016.

Based on Sensible Financial Planning & Management's 13F filing for Q4 2016, filed 6 Feb 2017.