Eagle Capital Management (Louisiana)’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Eagle Capital Management (Louisiana)’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
2022 Q1	–	Sell	-108,849	Closed	-$8.8M	–	43
2021 Q4	$8.8M	Sell	108,849 -5,286	-5%	-$430K	2.3%	16
2021 Q3	$9.35M	Sell	114,135 -16,139	-12%	-$1.33M	2.54%	13
2021 Q2	$10.7M	Sell	130,274 -4,078	-3%	-$335K	3.03%	10
2021 Q1	$11M	Buy	+134,352	New	+$11.1M	3.37%	9

Other funds holding BSV

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

PCA

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

BCMIO

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

TAIM

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

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

Eagle Capital Management (Louisiana)'s BSV Position: Q1 2022 in Review

Eagle Capital Management (Louisiana) sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2022, closing a stake of 108,849 shares — an estimated $8.8M sold.

Eagle Capital Management (Louisiana) first reported a position in BSV in Q1 2021 and held it in 4 quarters. The position peaked at $11M in Q1 2021. 1,159 funds tracked by Wall St. Rank hold BSV as of Q1 2022.

Eagle Capital Management (Louisiana) reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2022 after selling out during the quarter.
Eagle Capital Management (Louisiana) sold 108,849 Vanguard Short-Term Bond ETF shares in Q1 2022, an estimated $8.8M.
Eagle Capital Management (Louisiana) first reported a position in Vanguard Short-Term Bond ETF in Q1 2021 and held it in 4 quarters.
Eagle Capital Management (Louisiana)'s Vanguard Short-Term Bond ETF position peaked at $11M in Q1 2021.
1,159 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2022.

Based on Eagle Capital Management (Louisiana)'s 13F filing for Q1 2022, filed 18 Apr 2022.