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SimpliFi Inc’s Vanguard Short-Term Bond ETF BSV Stock Holding History

SimpliFi Inc’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
2018
Q3 		– Sell
-99,931
Closed -$7.82M – 19
2018
Q2 		$7.82M Sell
99,931
-3,547
-3% -$277K 6.16% 7
2018
Q1 		$8.12M Buy
103,478
+7,583
+8% +$596K 6.67% 7
2017
Q4 		$7.58M Buy
+95,895
New +$7.62M 6.31% 8

Other funds holding BSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

SimpliFi Inc's BSV Position: Q3 2018 in Review

SimpliFi Inc sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2018, closing a stake of 99,931 shares — an estimated $7.82M sold.

SimpliFi Inc first reported a position in BSV in Q4 2017 and held it in 3 quarters. The position peaked at $8.12M in Q1 2018. 646 funds tracked by Wall St. Rank hold BSV as of Q3 2018.

  • SimpliFi Inc reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2018 after selling out during the quarter.
  • SimpliFi Inc sold 99,931 Vanguard Short-Term Bond ETF shares in Q3 2018, an estimated $7.82M.
  • SimpliFi Inc first reported a position in Vanguard Short-Term Bond ETF in Q4 2017 and held it in 3 quarters.
  • SimpliFi Inc's Vanguard Short-Term Bond ETF position peaked at $8.12M in Q1 2018.
  • 646 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2018.

Based on SimpliFi Inc's 13F filing for Q3 2018, filed 17 Oct 2018.