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TD Ameritrade Investment Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

TD Ameritrade Investment 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
2023
Q3 		– Sell
-4,344,808
Closed -$328M – 59
2023
Q2 		$328M Sell
4,344,808
-363,181
-8% -$27.7M 3.49% 6
2023
Q1 		$360M Sell
4,707,989
-674,360
-13% -$51.1M 3.69% 6
2022
Q4 		$405M Sell
5,382,349
-478,512
-8% -$35.9M 4.06% 6
2022
Q3 		$439M Sell
5,860,861
-138,881
-2% -$10.6M 4.37% 5
2022
Q2 		$461M Sell
5,999,742
-394,941
-6% -$30.4M 4.09% 6
2022
Q1 		$498M Buy
6,394,683
+12,134
+0.2% +$963K 3.71% 6
2021
Q4 		$516M Buy
6,382,549
+2,146,562
+51% +$175M 3.6% 6
2021
Q3 		$352M Sell
4,235,987
-850,667
-17% -$69.9M 2.88% 6
2021
Q2 		$418M Buy
5,086,654
+794,526
+19% +$65.4M 2.97% 6
2021
Q1 		$356M Hold
4,292,128
– – 2.71% 7
2020
Q4 		$356M Buy
4,292,128
+56,141
+1% +$4.65M 2.71% 7
2020
Q3 		$352M Sell
4,235,987
-37,203
-0.9% -$3.09M 2.88% 6
2020
Q2 		$355M Sell
4,273,190
-92,961
-2% -$7.69M 2.98% 6
2020
Q1 		$359M Sell
4,366,151
-703,741
-14% -$57.1M 3.32% 6
2019
Q4 		$409M Buy
5,069,892
+80,005
+2% +$6.46M 3.1% 7
2019
Q3 		$403M Buy
4,989,887
+150,173
+3% +$12.1M 3.22% 6
2019
Q2 		$390M Buy
4,839,714
+344,597
+8% +$27.5M 3.17% 6
2019
Q1 		$358M Buy
4,495,117
+88,912
+2% +$7.02M 3% 7
2018
Q4 		$346M Buy
4,406,205
+95,792
+2% +$7.47M 3.2% 6
2018
Q3 		$336M Buy
4,310,413
+1,878,482
+77% +$147M 2.75% 7
2018
Q2 		$190M Buy
2,431,931
+1,607,662
+195% +$126M 1.62% 16
2018
Q1 		$64.7M Buy
824,269
+329,241
+67% +$25.9M 0.7% 28
2017
Q4 		$39.2M Buy
495,028
+111,733
+29% +$8.88M 0.45% 33
2017
Q3 		$30.6M Sell
383,295
-8,742
-2% -$699K 0.38% 33
2017
Q2 		$31.3M Sell
392,037
-163,489
-29% -$13.1M 0.42% 31
2017
Q1 		$44.3M Buy
555,526
+118,664
+27% +$9.44M 0.65% 28
2016
Q4 		$34.7M Sell
436,862
-144,306
-25% -$11.5M 0.58% 26
2016
Q3 		$47M Sell
581,168
-48,060
-8% -$3.89M 0.81% 25
2016
Q2 		$51M Sell
629,228
-620,854
-50% -$50M 0.95% 23
2016
Q1 		$101M Sell
1,250,082
-224,581
-15% -$18M 2.01% 14
2015
Q4 		$117M Sell
1,474,663
-155,290
-10% -$12.4M 2.42% 15
2015
Q3 		$131M Buy
1,629,953
+415,138
+34% +$33.3M 2.81% 11
2015
Q2 		$97.4M Buy
1,214,815
+60,631
+5% +$4.87M 2% 14
2015
Q1 		$92.9M Buy
1,154,184
+241,772
+26% +$19.4M 1.99% 14
2014
Q4 		$72.9M Sell
912,412
-112,226
-11% -$9M 1.67% 16
2014
Q3 		$82M Buy
1,024,638
+123,788
+14% +$9.92M 2% 15
2014
Q2 		$72.4M Buy
900,850
+84,211
+10% +$6.76M 1.83% 15
2014
Q1 		$65.4M Buy
816,639
+236,354
+41% +$19M 1.83% 14
2013
Q4 		$46.4M Buy
580,285
+145,810
+34% +$11.7M 1.42% 15
2013
Q3 		$34.9M Buy
434,475
+75,419
+21% +$6.04M 1.19% 17
2013
Q2 		$28.8M Buy
+359,056
New +$29M 1.07% 21

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TD Ameritrade Investment Management's BSV Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2023, closing a stake of 4,344,808 shares — an estimated $328M sold.

TD Ameritrade Investment Management first reported a position in BSV in Q2 2013 and held it in 41 quarters. The position peaked at $516M in Q4 2021. 1,127 funds tracked by Wall St. Rank hold BSV as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 4,344,808 Vanguard Short-Term Bond ETF shares in Q3 2023, an estimated $328M.
  • TD Ameritrade Investment Management first reported a position in Vanguard Short-Term Bond ETF in Q2 2013 and held it in 41 quarters.
  • TD Ameritrade Investment Management's Vanguard Short-Term Bond ETF position peaked at $516M in Q4 2021.
  • 1,127 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.