USCA RIA’s Vanguard Short-Term Bond ETF BSV Stock Holding History

USCA RIA’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 Q1	–	Sell	-2,761	Closed	-$223K	–	418
2019 Q4	$223K	Buy	+2,761	New	+$223K	0.02%	428
2018 Q4	–	Sell	-3,053	Closed	-$238K	–	431
2018 Q3	$238K	Buy	+3,053	New	+$239K	0.02%	421
2015 Q4	–	Sell	-3,100	Closed	-$249K	–	368
2015 Q3	$249K	Buy	+3,100	New	+$248K	0.06%	291

Other funds holding BSV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PCA

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

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

TAIM

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

USCA RIA's BSV Position: Q1 2020 in Review

USCA RIA sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2020, closing a stake of 2,761 shares — an estimated $223K sold.

USCA RIA first reported a position in BSV in Q3 2015 and held it in 3 quarters. The position peaked at $249K in Q3 2015. 816 funds tracked by Wall St. Rank hold BSV as of Q1 2020.

USCA RIA reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2020 after selling out during the quarter.
USCA RIA sold 2,761 Vanguard Short-Term Bond ETF shares in Q1 2020, an estimated $223K.
USCA RIA first reported a position in Vanguard Short-Term Bond ETF in Q3 2015 and held it in 3 quarters.
USCA RIA's Vanguard Short-Term Bond ETF position peaked at $249K in Q3 2015.
816 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2020.

Based on USCA RIA's 13F filing for Q1 2020, filed 13 Apr 2020.