SHJ
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Sharkey, Howes & Javer’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Sharkey, Howes & Javer’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
2017
Q1 		– Sell
-475
Closed -$38K – 247
2016
Q4 		$38K Buy
+475
New +$38K 0.02% 109
2016
Q3 		– Sell
-61
Closed -$5K – 235
2016
Q2 		$5K Buy
+61
New +$4.92K ﹤0.01% 186

Other funds holding BSV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

Sharkey, Howes & Javer's BSV Position: Q1 2017 in Review

Sharkey, Howes & Javer sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2017, closing a stake of 475 shares — an estimated $38K sold.

Sharkey, Howes & Javer first reported a position in BSV in Q2 2016 and held it in 2 quarters. The position peaked at $38K in Q4 2016. 564 funds tracked by Wall St. Rank hold BSV as of Q1 2017.

  • Sharkey, Howes & Javer reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2017 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 475 Vanguard Short-Term Bond ETF shares in Q1 2017, an estimated $38K.
  • Sharkey, Howes & Javer first reported a position in Vanguard Short-Term Bond ETF in Q2 2016 and held it in 2 quarters.
  • Sharkey, Howes & Javer's Vanguard Short-Term Bond ETF position peaked at $38K in Q4 2016.
  • 564 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2017.

Based on Sharkey, Howes & Javer's 13F filing for Q1 2017, filed 10 May 2017.