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Transform Wealth’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Transform Wealth’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
2017
Q1 		– Sell
-11,243
Closed -$893K – 215
2016
Q4 		$893K Buy
11,243
+307
+3% +$24.6K 0.35% 96
2016
Q3 		$884K Sell
10,936
-400
-4% -$32.3K 0.38% 87
2016
Q2 		$919K Buy
+11,336
New +$914K 0.39% 87

Other funds holding BSV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Transform Wealth's BSV Position: Q1 2017 in Review

Transform Wealth sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2017, closing a stake of 11,243 shares — an estimated $893K sold.

Transform Wealth first reported a position in BSV in Q2 2016 and held it in 3 quarters. The position peaked at $919K in Q2 2016. 562 funds tracked by Wall St. Rank hold BSV as of Q1 2017.

  • Transform Wealth reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2017 after selling out during the quarter.
  • Transform Wealth sold 11,243 Vanguard Short-Term Bond ETF shares in Q1 2017, an estimated $893K.
  • Transform Wealth first reported a position in Vanguard Short-Term Bond ETF in Q2 2016 and held it in 3 quarters.
  • Transform Wealth's Vanguard Short-Term Bond ETF position peaked at $919K in Q2 2016.
  • 562 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2017.

Based on Transform Wealth's 13F filing for Q1 2017, filed 4 May 2017.