Squar Milner Financial Services’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Squar Milner Financial Services’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
2020 Q2	–	Sell	-74	Closed	-$6K	–	277
2020 Q1	$6K	Hold	74	–	–	﹤0.01%	580
2019 Q4	$5K	Buy	+74	New	+$5.97K	﹤0.01%	633
2019 Q3	–	Sell	-74	Closed	-$6K	–	284
2019 Q2	$6K	Buy	74 +55	+289%	+$4.39K	﹤0.01%	565
2019 Q1	$1K	Buy	+19	New	+$1.5K	﹤0.01%	797
2018 Q4	–	Sell	-135	Closed	-$11K	–	742
2018 Q3	$11K	Sell	135 -716	-84%	-$55.9K	0.01%	473
2018 Q2	$67K	Buy	+851	New	+$66.5K	0.06%	291

Other funds holding BSV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Squar Milner Financial Services's BSV Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2020, closing a stake of 74 shares — an estimated $6K sold.

Squar Milner Financial Services first reported a position in BSV in Q2 2018 and held it in 6 quarters. The position peaked at $67K in Q2 2018. 860 funds tracked by Wall St. Rank hold BSV as of Q2 2020.

Squar Milner Financial Services reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 74 Vanguard Short-Term Bond ETF shares in Q2 2020, an estimated $6K.
Squar Milner Financial Services first reported a position in Vanguard Short-Term Bond ETF in Q2 2018 and held it in 6 quarters.
Squar Milner Financial Services's Vanguard Short-Term Bond ETF position peaked at $67K in Q2 2018.
860 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.