Sheaff Brock Investment Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Sheaff Brock Investment Advisors’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 Q1	–	Sell	-10,000	Closed	-$786K	–	512
2018 Q4	$786K	Hold	10,000	–	–	0.12%	153
2018 Q3	$780K	Buy	+10,000	New	+$781K	0.07%	194
2018 Q1	–	Sell	-4,506	Closed	-$356K	–	561
2017 Q4	$356K	Buy	4,506 +139	+3%	+$11K	0.05%	316
2017 Q3	$349K	Buy	+4,367	New	+$349K	0.05%	324

Other funds holding BSV

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

PCA

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

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sheaff Brock Investment Advisors's BSV Position: Q1 2019 in Review

Sheaff Brock Investment Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2019, closing a stake of 10,000 shares — an estimated $786K sold.

Sheaff Brock Investment Advisors first reported a position in BSV in Q3 2017 and held it in 4 quarters. The position peaked at $786K in Q4 2018. 717 funds tracked by Wall St. Rank hold BSV as of Q1 2019.

Sheaff Brock Investment Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2019 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 10,000 Vanguard Short-Term Bond ETF shares in Q1 2019, an estimated $786K.
Sheaff Brock Investment Advisors first reported a position in Vanguard Short-Term Bond ETF in Q3 2017 and held it in 4 quarters.
Sheaff Brock Investment Advisors's Vanguard Short-Term Bond ETF position peaked at $786K in Q4 2018.
717 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2019.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2019, filed 29 Apr 2019.