United Asset Strategies’s Vanguard Short-Term Bond ETF BSV Stock Holding History

United Asset Strategies’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 Q4	–	Sell	-5,103	Closed	-$407K	–	195
2017 Q3	$407K	Sell	5,103 -3,538	-41%	-$283K	0.23%	85
2017 Q2	$690K	Sell	8,641 -3,883	-31%	-$310K	0.2%	94
2017 Q1	$998K	Buy	12,524 +1,270	+11%	+$101K	0.3%	77
2016 Q4	$894K	Buy	11,254 +5,076	+82%	+$406K	0.29%	77
2016 Q3	$499K	Sell	6,178 -1,529	-20%	-$124K	0.17%	95
2016 Q2	$625K	Buy	7,707 +2,220	+40%	+$179K	0.23%	85
2016 Q1	$442K	Sell	5,487 -310	-5%	-$24.9K	0.2%	85
2015 Q4	$461K	Sell	5,797 -1,880	-24%	-$150K	0.2%	88
2015 Q3	$617K	Buy	+7,677	New	+$615K	0.28%	73
2014 Q1	–	Sell	-4,796	Closed	-$383K	–	105
2013 Q4	$383K	Buy	+4,796	New	+$386K	0.26%	71

Other funds holding BSV

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

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

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

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

PCA

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

United Asset Strategies's BSV Position: Q4 2017 in Review

United Asset Strategies sold out of Vanguard Short-Term Bond ETF (BSV) in Q4 2017, closing a stake of 5,103 shares — an estimated $407K sold.

United Asset Strategies first reported a position in BSV in Q4 2013 and held it in 10 quarters. The position peaked at $998K in Q1 2017. 649 funds tracked by Wall St. Rank hold BSV as of Q4 2017.

United Asset Strategies reported no remaining Vanguard Short-Term Bond ETF position as of Q4 2017 after selling out during the quarter.
United Asset Strategies sold 5,103 Vanguard Short-Term Bond ETF shares in Q4 2017, an estimated $407K.
United Asset Strategies first reported a position in Vanguard Short-Term Bond ETF in Q4 2013 and held it in 10 quarters.
United Asset Strategies's Vanguard Short-Term Bond ETF position peaked at $998K in Q1 2017.
649 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2017.

Based on United Asset Strategies's 13F filing for Q4 2017, filed 9 Feb 2018.