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Trinity Legacy Partners’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Trinity Legacy Partners’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
2020
Q3 		– Sell
-5,367
Closed -$446K – 85
2020
Q2 		$446K Sell
5,367
-5,560
-51% -$460K 0.23% 49
2020
Q1 		$896K Buy
+10,927
New +$887K 0.63% 36

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Bank of America
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Wells Fargo
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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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Trinity Legacy Partners's BSV Position: Q3 2020 in Review

Trinity Legacy Partners sold out of Vanguard Short-Term Bond ETF (BSV) in Q3 2020, closing a stake of 5,367 shares — an estimated $446K sold.

Trinity Legacy Partners first reported a position in BSV in Q1 2020 and held it in 2 quarters. The position peaked at $896K in Q1 2020. 892 funds tracked by Wall St. Rank hold BSV as of Q3 2020.

  • Trinity Legacy Partners reported no remaining Vanguard Short-Term Bond ETF position as of Q3 2020 after selling out during the quarter.
  • Trinity Legacy Partners sold 5,367 Vanguard Short-Term Bond ETF shares in Q3 2020, an estimated $446K.
  • Trinity Legacy Partners first reported a position in Vanguard Short-Term Bond ETF in Q1 2020 and held it in 2 quarters.
  • Trinity Legacy Partners's Vanguard Short-Term Bond ETF position peaked at $896K in Q1 2020.
  • 892 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q3 2020.

Based on Trinity Legacy Partners's 13F filing for Q3 2020, filed 15 Oct 2020.