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TCG Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

TCG Advisors’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
2019
Q3 		– Sell
-192
Closed -$15K – 147
2019
Q2 		$15K Hold
192
– – 0.01% 234
2019
Q1 		$15K Buy
+192
New +$15.2K 0.01% 238

Other funds holding BSV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TCG Advisors's BSV Position: Q3 2019 in Review

TCG Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2019, closing a stake of 192 shares — an estimated $15K sold.

TCG Advisors first reported a position in BSV in Q1 2019 and held it in 2 quarters. The position peaked at $15K in Q2 2019. 727 funds tracked by Wall St. Rank hold BSV as of Q3 2019.

  • TCG Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2019 after selling out during the quarter.
  • TCG Advisors sold 192 Vanguard Short-Term Bond ETF shares in Q3 2019, an estimated $15K.
  • TCG Advisors first reported a position in Vanguard Short-Term Bond ETF in Q1 2019 and held it in 2 quarters.
  • TCG Advisors's Vanguard Short-Term Bond ETF position peaked at $15K in Q2 2019.
  • 727 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2019.

Based on TCG Advisors's 13F filing for Q3 2019, filed 13 Nov 2019.