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SevenBridge Financial Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

SevenBridge Financial 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
2019
Q3 		– Sell
-4,647
Closed -$52K – 196
2019
Q2 		$52K Buy
+4,647
New +$371K 0.02% 277

Other funds holding BSV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $128B AUM 35.83% 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 $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SevenBridge Financial Group's BSV Position: Q3 2019 in Review

SevenBridge Financial Group sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2019, closing a stake of 4,647 shares — an estimated $52K sold.

SevenBridge Financial Group first reported a position in BSV in Q2 2019 and held it in 1 quarter. The position peaked at $52K in Q2 2019. 727 funds tracked by Wall St. Rank hold BSV as of Q3 2019.

  • SevenBridge Financial Group reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2019 after selling out during the quarter.
  • SevenBridge Financial Group sold 4,647 Vanguard Short-Term Bond ETF shares in Q3 2019, an estimated $52K.
  • SevenBridge Financial Group first reported a position in Vanguard Short-Term Bond ETF in Q2 2019 and held it in 1 quarter.
  • SevenBridge Financial Group's Vanguard Short-Term Bond ETF position peaked at $52K in Q2 2019.
  • 727 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.