Stratford Consulting’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Stratford Consulting’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 Q1	$485K	Buy	5,907 +15	+0.3%	+$1.22K	0.22%	40
2019 Q4	$475K	Buy	5,892 +31	+0.5%	+$2.5K	0.16%	35
2019 Q3	$473K	Buy	5,861 +24	+0.4%	+$1.94K	0.16%	35
2019 Q2	$470K	Sell	5,837 -1,105	-16%	-$88.1K	0.17%	33
2019 Q1	$552K	Buy	6,942 +20	+0.3%	+$1.58K	0.2%	33
2018 Q4	$544K	Buy	6,922 +257	+4%	+$20K	0.22%	32
2018 Q3	$520K	Buy	6,665 +25	+0.4%	+$1.95K	0.19%	33
2018 Q2	$519K	Buy	6,640 +477	+8%	+$37.3K	0.19%	34
2018 Q1	$483K	Buy	6,163 +985	+19%	+$77.4K	0.18%	32
2017 Q4	$410K	Sell	5,178 -1,016	-16%	-$80.7K	0.15%	35
2017 Q3	$494K	Buy	+6,194	New	+$495K	0.18%	32
2017 Q2	–	Sell	-4,927	Closed	-$393K	–	47
2017 Q1	$393K	Buy	4,927 +2,210	+81%	+$176K	0.16%	36
2016 Q4	$216K	Buy	2,717 +14	+0.5%	+$1.12K	0.09%	49
2016 Q3	$218K	Buy	2,703 +10	+0.4%	+$808	0.1%	47
2016 Q2	$218K	Buy	2,693 +10	+0.4%	+$806	0.1%	49
2016 Q1	$216K	Buy	2,683 +6	+0.2%	+$481	0.1%	50
2015 Q4	$213K	Buy	+2,677	New	+$214K	0.11%	51

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

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

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

Stratford Consulting's BSV Position: Q1 2020 in Review

Stratford Consulting increased its Vanguard Short-Term Bond ETF (BSV) stake by 0.25% in Q1 2020, buying an estimated $1.22K and bringing the position to 5,907 shares worth $485K. The position accounts for 0.22% of the portfolio, ranked #40.

Stratford Consulting first reported a position in BSV in Q4 2015 and has held it in 17 quarters since. The position peaked at $552K in Q1 2019. 815 funds tracked by Wall St. Rank hold BSV as of Q1 2020.

Stratford Consulting held 5,907 shares of Vanguard Short-Term Bond ETF worth $485K as of Q1 2020.
Stratford Consulting bought 15 Vanguard Short-Term Bond ETF shares in Q1 2020, an estimated $1.22K.
Vanguard Short-Term Bond ETF made up 0.22% of Stratford Consulting's portfolio in Q1 2020, its #40 holding.
Stratford Consulting first reported a position in Vanguard Short-Term Bond ETF in Q4 2015 and has held it in 17 quarters since.
Stratford Consulting's Vanguard Short-Term Bond ETF position peaked at $552K in Q1 2019.
815 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2020.

Based on Stratford Consulting's 13F filing for Q1 2020, filed 11 May 2020.