SWS Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

SWS Partners’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
2018 Q1	–	Sell	-13	Closed	-$1K	–	380
2017 Q4	$1K	Buy	+13	New	+$1.03K	﹤0.01%	373

Other funds holding BSV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

FCFS

First Command Financial Services Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

SWS Partners's BSV Position: Q1 2018 in Review

SWS Partners sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2018, closing a stake of 13 shares — an estimated $1K sold.

SWS Partners first reported a position in BSV in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 659 funds tracked by Wall St. Rank hold BSV as of Q1 2018.

SWS Partners reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2018 after selling out during the quarter.
SWS Partners sold 13 Vanguard Short-Term Bond ETF shares in Q1 2018, an estimated $1K.
SWS Partners first reported a position in Vanguard Short-Term Bond ETF in Q4 2017 and held it in 1 quarter.
SWS Partners's Vanguard Short-Term Bond ETF position peaked at $1K in Q4 2017.
659 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2018.

Based on SWS Partners's 13F filing for Q1 2018, filed 15 May 2018.