SXL
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Summit X LLC’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Summit X LLC’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
Q4 		– Sell
-2,271
Closed -$249 – 272
2020
Q3 		$249 Buy
+2,271
New +$189K ﹤0.01% 386

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 $530B AUM 22.01% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
MIM
MetLife Investment Management Whippany, New Jersey $19.6B AUM 32.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Summit X LLC's BSV Position: Q4 2020 in Review

Summit X LLC sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2020, closing a stake of 2,271 shares — an estimated $249 sold.

Summit X LLC first reported a position in BSV in Q3 2020 and held it in 1 quarter. The position peaked at $249 in Q3 2020. 993 funds tracked by Wall St. Rank hold BSV as of Q4 2020.

  • Summit X LLC reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Summit X LLC sold 2,271 Vanguard Short-Term Bond ETF shares in Q4 2020, an estimated $249.
  • Summit X LLC first reported a position in Vanguard Short-Term Bond ETF in Q3 2020 and held it in 1 quarter.
  • Summit X LLC's Vanguard Short-Term Bond ETF position peaked at $249 in Q3 2020.
  • 993 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2020.

Based on Summit X LLC's 13F filing for Q4 2020, filed 29 Jan 2021.