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Stearns Financial Services Group’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Stearns Financial Services Group’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
Q3 		$1.19M Buy
14,305
+13,651
+2,087% +$1.13M 0.19% 50
2020
Q2 		$54K Buy
654
+644
+6,440% +$53.3K 0.01% 158
2020
Q1 		$1K Sell
10
-37
-79% -$3K ﹤0.01% 202
2019
Q4 		$4K Hold
47
– – ﹤0.01% 178
2019
Q3 		$4K Sell
47
-4
-8% -$323 ﹤0.01% 165
2019
Q2 		$4K Sell
51
-176
-78% -$14K ﹤0.01% 169
2019
Q1 		$18K Sell
227
-171
-43% -$13.5K ﹤0.01% 159
2018
Q4 		$31K Hold
398
– – 0.01% 154
2018
Q3 		$31K Buy
+398
New +$31.1K 0.01% 151

Other funds holding BSV

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
Wells Fargo
Wells Fargo San Francisco, California $501B 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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return