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Swift Run Capital Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Swift Run Capital Management’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 		$1.22M Hold
14,700
– – 2.35% 13
2020
Q3 		$1.22M Hold
14,700
– – 2.42% 12
2020
Q2 		$1.22M Buy
14,700
+900
+7% +$74.4K 2.03% 17
2020
Q1 		$1.13M Buy
+13,800
New +$1.12M 1.6% 19

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

Swift Run Capital Management's BSV Position: Q4 2020 in Review

Swift Run Capital Management held its Vanguard Short-Term Bond ETF (BSV) position steady in Q4 2020 at 14,700 shares worth $1.22M. The position accounts for 2.35% of the portfolio, ranked #13.

Swift Run Capital Management first reported a position in BSV in Q1 2020 and has held it in 4 quarters since. The position peaked at $1.22M in Q2 2020. 993 funds tracked by Wall St. Rank hold BSV as of Q4 2020.

  • Swift Run Capital Management held 14,700 shares of Vanguard Short-Term Bond ETF worth $1.22M as of Q4 2020.
  • Swift Run Capital Management left its Vanguard Short-Term Bond ETF share count unchanged in Q4 2020.
  • Vanguard Short-Term Bond ETF made up 2.35% of Swift Run Capital Management's portfolio in Q4 2020, its #13 holding.
  • Swift Run Capital Management first reported a position in Vanguard Short-Term Bond ETF in Q1 2020 and has held it in 4 quarters since.
  • Swift Run Capital Management's Vanguard Short-Term Bond ETF position peaked at $1.22M in Q2 2020.
  • 993 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2020.

Based on Swift Run Capital Management's 13F filing for Q4 2020, filed 2 Feb 2021.