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Lake Hills Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Lake Hills Wealth Management’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
2025
Q1 		– Sell
-2,794
Closed -$216K – 46
2024
Q4 		$216K Buy
+2,794
New +$217K 0.15% 57

Other funds holding BSV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lake Hills Wealth Management's BSV Position: Q1 2025 in Review

Lake Hills Wealth Management sold out of Vanguard Short-Term Bond ETF (BSV) in Q1 2025, closing a stake of 2,794 shares — an estimated $216K sold.

Lake Hills Wealth Management first reported a position in BSV in Q4 2024 and held it in 1 quarter. The position peaked at $216K in Q4 2024. 1,211 funds tracked by Wall St. Rank hold BSV as of Q1 2025.

  • Lake Hills Wealth Management reported no remaining Vanguard Short-Term Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Lake Hills Wealth Management sold 2,794 Vanguard Short-Term Bond ETF shares in Q1 2025, an estimated $216K.
  • Lake Hills Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2024 and held it in 1 quarter.
  • Lake Hills Wealth Management's Vanguard Short-Term Bond ETF position peaked at $216K in Q4 2024.
  • 1,211 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2025.

Based on Lake Hills Wealth Management's 13F filing for Q1 2025, filed 11 Apr 2025.