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

WealthShield’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	$535K	Buy	+6,764	New	+$537K	0.33%	63

Other funds holding BSV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 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

WealthShield's BSV Position: Q4 2017 in Review

WealthShield opened a new position in Vanguard Short-Term Bond ETF (BSV) in Q4 2017: 6,764 shares worth $535K. The stake represents 0.33% of the portfolio and ranks #63 among its holdings.

650 funds tracked by Wall St. Rank hold BSV as of Q4 2017.

WealthShield held 6,764 shares of Vanguard Short-Term Bond ETF worth $535K as of Q4 2017.
Vanguard Short-Term Bond ETF was a new WealthShield position in Q4 2017.
Vanguard Short-Term Bond ETF made up 0.33% of WealthShield's portfolio in Q4 2017, its #63 holding.
650 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.