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

TD Ameritrade Trust’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 Q1	$17M	Buy	213,241 +71,950	+51%	+$5.68M	5.96%	7
2018 Q4	$11.1M	Buy	141,291 +31,764	+29%	+$2.48M	4.64%	7
2018 Q3	$8.55M	Buy	109,527 +11,972	+12%	+$935K	3.13%	11
2018 Q2	$7.63M	Sell	97,555 -5,882	-6%	-$460K	2.9%	12
2018 Q1	$8.11M	Sell	103,437 -11,594	-10%	-$911K	3.07%	12
2017 Q4	$9.05M	Buy	+115,031	New	+$9.14M	3.37%	12

Other funds holding BSV

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TD Ameritrade Trust's BSV Position: Q1 2019 in Review

TD Ameritrade Trust increased its Vanguard Short-Term Bond ETF (BSV) stake by 51% in Q1 2019, buying an estimated $5.68M and bringing the position to 213,241 shares worth $17M. The position accounts for 5.96% of the portfolio, ranked #7.

TD Ameritrade Trust first reported a position in BSV in Q4 2017 and has held it in 6 quarters since. 717 funds tracked by Wall St. Rank hold BSV as of Q1 2019.

TD Ameritrade Trust held 213,241 shares of Vanguard Short-Term Bond ETF worth $17M as of Q1 2019.
TD Ameritrade Trust bought 71,950 Vanguard Short-Term Bond ETF shares in Q1 2019, an estimated $5.68M.
Vanguard Short-Term Bond ETF made up 5.96% of TD Ameritrade Trust's portfolio in Q1 2019, its #7 holding.
TD Ameritrade Trust first reported a position in Vanguard Short-Term Bond ETF in Q4 2017 and has held it in 6 quarters since.
717 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2019.

Based on TD Ameritrade Trust's 13F filing for Q1 2019, filed 17 Apr 2019.