Taurus Asset Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Taurus Asset 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
2018 Q1	–	Sell	-3,050	Closed	-$241K	–	105
2017 Q4	$241K	Hold	3,050	–	–	0.04%	95
2017 Q3	$243K	Hold	3,050	–	–	0.04%	89
2017 Q2	$244K	Sell	3,050 -450	-13%	-$35.9K	0.04%	88
2017 Q1	$279K	Hold	3,500	–	–	0.05%	84
2016 Q4	$278K	Hold	3,500	–	–	0.05%	82
2016 Q3	$283K	Buy	+3,500	New	+$283K	0.05%	81

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 $424B AUM 22.96% 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

Taurus Asset Management's BSV Position: Q1 2018 in Review

Taurus Asset Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2018, closing a stake of 3,050 shares — an estimated $241K sold.

Taurus Asset Management first reported a position in BSV in Q3 2016 and held it in 6 quarters. The position peaked at $283K in Q3 2016. 660 funds tracked by Wall St. Rank hold BSV as of Q1 2018.

Taurus Asset Management reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2018 after selling out during the quarter.
Taurus Asset Management sold 3,050 Vanguard Short-Term Bond ETF shares in Q1 2018, an estimated $241K.
Taurus Asset Management first reported a position in Vanguard Short-Term Bond ETF in Q3 2016 and held it in 6 quarters.
Taurus Asset Management's Vanguard Short-Term Bond ETF position peaked at $283K in Q3 2016.
660 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2018.

Based on Taurus Asset Management's 13F filing for Q1 2018, filed 15 May 2018.