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Sequoia Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Sequoia Wealth 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
2019
Q4 		– Sell
-3,405
Closed -$275K – 22
2019
Q3 		$275K Buy
3,405
+229
+7% +$18.5K 0.56% 46
2019
Q2 		$255K Sell
3,176
-480
-13% -$38.3K 0.24% 45
2019
Q1 		$291K Buy
+3,656
New +$289K 0.24% 58

Other funds holding BSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sequoia Wealth Management's BSV Position: Q4 2019 in Review

Sequoia Wealth Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2019, closing a stake of 3,405 shares — an estimated $275K sold.

Sequoia Wealth Management first reported a position in BSV in Q1 2019 and held it in 3 quarters. The position peaked at $291K in Q1 2019. 827 funds tracked by Wall St. Rank hold BSV as of Q4 2019.

  • Sequoia Wealth Management reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Sequoia Wealth Management sold 3,405 Vanguard Short-Term Bond ETF shares in Q4 2019, an estimated $275K.
  • Sequoia Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2019 and held it in 3 quarters.
  • Sequoia Wealth Management's Vanguard Short-Term Bond ETF position peaked at $291K in Q1 2019.
  • 827 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2019.

Based on Sequoia Wealth Management's 13F filing for Q4 2019, filed 14 Jan 2020.