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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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return