Sonora Investment Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Sonora Investment 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
2021 Q3	$78K	Buy	+950	New	+$78.1K	0.01%	335
2020 Q2	–	Sell	-449	Closed	-$37K	–	1780
2020 Q1	$37K	Hold	449	–	–	﹤0.01%	570
2019 Q4	$36K	Buy	+449	New	+$36.2K	﹤0.01%	645
2019 Q3	–	Sell	-82	Closed	-$7K	–	1727
2019 Q2	$7K	Buy	+82	New	+$6.54K	﹤0.01%	1296
2018 Q1	–	Sell	-348	Closed	-$27.5K	–	1188
2017 Q4	$27.5K	Buy	+348	New	+$27.7K	﹤0.01%	507

Other funds holding BSV

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PCA

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Sonora Investment Management's BSV Position: Q3 2021 in Review

Sonora Investment Management opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q3 2021: 950 shares worth $78K. The stake represents 0.01% of the portfolio and ranks #335 among its holdings. This is a return to the name: Sonora Investment Management previously reported a position in BSV as recently as Q1 2020.

Sonora Investment Management first reported a position in BSV in Q4 2017 and has held it in 5 quarters since. 1,027 funds tracked by Wall St. Rank hold BSV as of Q3 2021.

Sonora Investment Management held 950 shares of Vanguard Short-Term Bond ETF worth $78K as of Q3 2021.
Vanguard Short-Term Bond ETF was a new Sonora Investment Management position in Q3 2021.
Vanguard Short-Term Bond ETF made up 0.01% of Sonora Investment Management's portfolio in Q3 2021, its #335 holding.
Sonora Investment Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2017 and has held it in 5 quarters since.
1,027 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.