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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Stearns Financial Services Group's BSV Position: Q3 2020 in Review

Stearns Financial Services Group increased its Vanguard Short-Term Bond ETF (BSV) stake by 2,087% in Q3 2020, buying an estimated $1.13M and bringing the position to 14,305 shares worth $1.19M. The position accounts for 0.19% of the portfolio, ranked #50.

Stearns Financial Services Group first reported a position in BSV in Q3 2018 and has held it in 9 quarters since. 892 funds tracked by Wall St. Rank hold BSV as of Q3 2020.

Stearns Financial Services Group held 14,305 shares of Vanguard Short-Term Bond ETF worth $1.19M as of Q3 2020.
Stearns Financial Services Group bought 13,651 Vanguard Short-Term Bond ETF shares in Q3 2020, an estimated $1.13M.
Vanguard Short-Term Bond ETF made up 0.19% of Stearns Financial Services Group's portfolio in Q3 2020, its #50 holding.
Stearns Financial Services Group first reported a position in Vanguard Short-Term Bond ETF in Q3 2018 and has held it in 9 quarters since.
892 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2020.

Based on Stearns Financial Services Group's 13F filing for Q3 2020, filed 30 Oct 2020.